North Star Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
1,360
+2
| +0.1% | +$242 | 0.01% | 445 |
|
|
2025
Q1 | $151K | Hold |
1,358
| – | – | 0.01% | 451 |
|
|
2024
Q4 | $132K | Sell |
1,358
-33
| -2% | -$3.21K | 0.01% | 467 |
|
|
2024
Q3 | $160K | Buy |
1,391
+33
| +2% | +$3.8K | 0.01% | 437 |
|
|
2024
Q2 | $145K | Sell |
1,358
-23
| -2% | -$2.45K | 0.01% | 454 |
|
|
2024
Q1 | $134K | Hold |
1,381
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $139K | Hold |
1,381
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $141K | Hold |
1,381
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $139K | Hold |
1,381
| – | – | 0.01% | 471 |
|
|
2023
Q1 | $127K | Buy |
1,381
+1
| +0.1% | +$92 | 0.01% | 485 |
|
|
2022
Q4 | $125K | Sell |
1,380
-598
| -30% | -$54.2K | 0.01% | 468 |
|
|
2022
Q3 | $150K | Hold |
1,978
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $167K | Hold |
1,978
| – | – | 0.02% | 388 |
|
|
2022
Q1 | $174K | Buy |
1,978
+16
| +0.8% | +$1.41K | 0.01% | 395 |
|
|
2021
Q4 | $172K | Hold |
1,962
| – | – | 0.01% | 411 |
|
|
2021
Q3 | $160K | Hold |
1,962
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $179K | Buy |
1,962
+54
| +3% | +$4.93K | 0.01% | 397 |
|
|
2021
Q1 | $163K | Buy |
1,908
+14
| +0.7% | +$1.2K | 0.02% | 389 |
|
|
2020
Q4 | $179K | Hold |
1,894
| – | – | 0.02% | 368 |
|
|
2020
Q3 | $165K | Hold |
1,894
| – | – | 0.02% | 369 |
|
|
2020
Q2 | $165K | Sell |
1,894
-540
| -22% | -$47K | 0.02% | 352 |
|
|
2020
Q1 | $201K | Buy |
2,434
+864
| +55% | +$71.3K | 0.03% | 317 |
|
|
2019
Q4 | $149K | Hold |
1,570
| – | – | 0.02% | 387 |
|
|
2019
Q3 | $136K | Buy |
+1,570
| New | +$136K | 0.02% | 393 |
|
|
2019
Q2 | – | Sell |
-1,752
| Closed | -$151K | – | 744 |
|
|
2019
Q1 | $151K | Buy |
1,752
+12
| +0.7% | +$1.03K | 0.02% | 388 |
|
|
2018
Q4 | $134K | Hold |
1,740
| – | – | 0.02% | 379 |
|
|
2018
Q3 | $134K | Hold |
1,740
| – | – | 0.02% | 402 |
|
|
2018
Q2 | $118K | Buy |
1,740
+19
| +1% | +$1.29K | 0.01% | 423 |
|
|
2018
Q1 | $125K | Hold |
1,721
| – | – | 0.01% | 407 |
|
|
2017
Q4 | $129K | Hold |
1,721
| – | – | 0.02% | 401 |
|
|
2017
Q3 | $132K | Hold |
1,721
| – | – | 0.02% | 398 |
|
|
2017
Q2 | $129K | Buy |
1,721
+18
| +1% | +$1.35K | 0.02% | 400 |
|
|
2017
Q1 | $113K | Buy |
1,703
+570
| +50% | +$37.8K | 0.02% | 396 |
|
|
2016
Q4 | $74K | Buy |
1,133
+1,105
| +3,946% | +$72.2K | 0.01% | 432 |
|
|
2016
Q3 | $2K | Sell |
28
-223
| -89% | -$15.9K | ﹤0.01% | 759 |
|
|
2016
Q2 | $19K | Hold |
251
| – | – | ﹤0.01% | 542 |
|
|
2016
Q1 | $16K | Hold |
251
| – | – | ﹤0.01% | 532 |
|
|
2015
Q4 | $19K | Hold |
251
| – | – | ﹤0.01% | 511 |
|
|
2015
Q3 | $21K | Hold |
251
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $22K | Hold |
251
| – | – | ﹤0.01% | 483 |
|
|
2015
Q1 | $22K | Hold |
251
| – | – | ﹤0.01% | 469 |
|
|
2014
Q4 | $21K | Hold |
251
| – | – | ﹤0.01% | 475 |
|
|
2014
Q3 | $21K | Buy |
251
+223
| +796% | +$18.7K | ﹤0.01% | 457 |
|
|
2014
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 656 |
|
|
2014
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 643 |
|