O'Brien Greene & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Hold |
5,698
| – | – | 0.23% | 67 |
|
|
2025
Q1 | $635K | Hold |
5,698
| – | – | 0.21% | 67 |
|
|
2024
Q4 | $554K | Buy |
5,698
+124
| +2% | +$12.1K | 0.18% | 76 |
|
|
2024
Q3 | $641K | Sell |
5,574
-124
| -2% | -$14.3K | 0.2% | 73 |
|
|
2024
Q2 | $607K | Buy |
5,698
+124
| +2% | +$13.2K | 0.19% | 78 |
|
|
2024
Q1 | $539K | Hold |
5,574
| – | – | 0.18% | 82 |
|
|
2023
Q4 | $563K | Hold |
5,574
| – | – | 0.2% | 77 |
|
|
2023
Q3 | $568K | Hold |
5,574
| – | – | 0.21% | 73 |
|
|
2023
Q2 | $563K | Hold |
5,574
| – | – | 0.2% | 77 |
|
|
2023
Q1 | $513K | Hold |
5,574
| – | – | 0.19% | 79 |
|
|
2022
Q4 | $506K | Sell |
5,574
-11,538
| -67% | -$1.05M | 0.19% | 78 |
|
|
2022
Q3 | $1.3M | Buy |
17,112
+11,408
| +200% | +$867K | 0.17% | 89 |
|
|
2022
Q2 | $483K | Hold |
5,704
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $500K | Hold |
5,704
| – | – | 0.17% | 87 |
|
|
2021
Q4 | $499K | Buy |
5,704
+130
| +2% | +$11.4K | 0.16% | 88 |
|
|
2021
Q3 | $456K | Hold |
5,574
| – | – | 0.17% | 90 |
|
|
2021
Q2 | $508K | Hold |
5,574
| – | – | 0.18% | 84 |
|
|
2021
Q1 | $477K | Hold |
5,574
| – | – | 0.19% | 84 |
|
|
2020
Q4 | $526K | Hold |
5,574
| – | – | 0.22% | 81 |
|
|
2020
Q3 | $485K | Hold |
5,574
| – | – | 0.23% | 74 |
|
|
2020
Q2 | $487K | Hold |
5,574
| – | – | 0.26% | 73 |
|
|
2020
Q1 | $460K | Hold |
5,574
| – | – | 0.31% | 68 |
|
|
2019
Q4 | $528K | Hold |
5,574
| – | – | 0.27% | 77 |
|
|
2019
Q3 | $484K | Hold |
5,574
| – | – | 0.26% | 77 |
|
|
2019
Q2 | $509K | Sell |
5,574
-647
| -10% | -$59.1K | 0.27% | 78 |
|
|
2019
Q1 | $536K | Hold |
6,221
| – | – | 0.27% | 78 |
|
|
2018
Q4 | $478K | Buy |
+6,221
| New | +$478K | 0.28% | 66 |
|