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Northside Capital Management’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.54M Buy
29,290
+25,994
+789% +$3.15M 0.27% 56
2025
Q1
$367K Hold
3,296
0.06% 81
2024
Q4
$321K Buy
3,296
+750
+29% +$73K 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 +$231K 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% +$27.1K 0.1% 77
2019
Q4
$210K Buy
+2,217
New +$210K 0.07% 87
2017
Q2
Sell
-12,200
Closed -$906K 104
2017
Q1
$906K Buy
+12,200
New +$906K 0.25% 62