Northside Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.62M | Sell |
16,724
-160
| -0.9% | -$24K | 0.21% | 75 |
|
|
2026
Q1 | $2.58M | Sell |
16,884
-12,659
| -43% | -$1.94M | 0.23% | 75 |
|
|
2025
Q4 | $4.07M | Hold |
29,543
| – | – | 0.35% | 59 |
|
|
2025
Q3 | $3.79M | Buy |
29,543
+253
| +0.9% | +$30.9K | 0.35% | 59 |
|
|
2025
Q2 | $3.54M | Buy |
29,290
+25,994
| +789% | +$2.93M | 0.27% | 56 |
|
|
2025
Q1 | $367K | Hold |
3,296
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $321K | Buy |
3,296
+750
| +29% | +$80K | 0.09% | 87 |
|
|
2024
Q3 | $293K | Hold |
2,546
| – | – | 0.05% | 84 |
|
|
2024
Q2 | $271K | Hold |
2,546
| – | – | 0.05% | 86 |
|
|
2024
Q1 | $246K | Hold |
2,546
| – | – | 0.04% | 94 |
|
|
2023
Q4 | $257K | Hold |
2,546
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $259K | Hold |
2,546
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $257K | Hold |
2,546
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $234K | Hold |
2,546
| – | – | 0.06% | 87 |
|
|
2022
Q4 | $231K | Buy |
+2,546
| New | +$214K | 0.07% | 84 |
|
|
2022
Q3 | – | Sell |
-2,546
| Closed | -$215K | – | 89 |
|
|
2022
Q2 | $215K | Hold |
2,546
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $223K | Hold |
2,546
| – | – | 0.06% | 86 |
|
|
2021
Q4 | $223K | Hold |
2,546
| – | – | 0.06% | 82 |
|
|
2021
Q3 | $208K | Hold |
2,546
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $232K | Hold |
2,546
| – | – | 0.06% | 85 |
|
|
2021
Q1 | $218K | Hold |
2,546
| – | – | 0.06% | 82 |
|
|
2020
Q4 | $240K | Hold |
2,546
| – | – | 0.07% | 77 |
|
|
2020
Q3 | $221K | Hold |
2,546
| – | – | 0.07% | 82 |
|
|
2020
Q2 | $222K | Hold |
2,546
| – | – | 0.08% | 88 |
|
|
2020
Q1 | $210K | Buy |
2,546
+329
| +15% | +$29.4K | 0.1% | 77 |
|
|
2019
Q4 | $210K | Buy |
+2,217
| New | +$199K | 0.07% | 87 |
|
|
2017
Q2 | – | Sell |
-13,615
| Closed | -$906K | – | 104 |
|
|
2017
Q1 | $906K | Buy |
+13,615
| New | +$907K | 0.25% | 62 |
|
Other funds holding NVS
SI
GGI
QCM
DLA
MGIA
ERP
CCM
SIC
FPTW
CIG