Oakworth Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Sell |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $392K | Hold |
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|
2019
Q4 | $449K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $489K | Sell |
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|
2019
Q1 | $514K | Hold |
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|
2018
Q4 | $458K | Hold |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $449K | Hold |
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|
2018
Q1 | $456K | Hold |
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|
2017
Q4 | $510K | Hold |
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|
2017
Q3 | $501K | Hold |
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|
2017
Q2 | $496K | Hold |
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|
2017
Q1 | $442K | Sell |
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|
2016
Q4 | $497K | Buy |
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|
2016
Q3 | $545K | Hold |
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|
2016
Q2 | $549K | Buy |
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|
2016
Q1 | $491K | Hold |
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|
2015
Q4 | $583K | Buy |
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|
2015
Q3 | $586K | Hold |
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|
2015
Q2 | $662K | Sell |
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|
2015
Q1 | $802K | Hold |
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|
2014
Q4 | $730K | Buy |
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|
2014
Q3 | $571K | Hold |
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|
2014
Q2 | $575K | Hold |
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|
2014
Q1 | $540K | Buy |
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|
2013
Q4 | $254K | Buy |
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