Oppenheimer & 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 | $4.6M | Buy |
37,995
+1,160
| +3% | +$140K | 0.06% | 334 |
|
|
2025
Q1 | $4.11M | Buy |
36,835
+2,308
| +7% | +$257K | 0.06% | 334 |
|
|
2024
Q4 | $3.36M | Buy |
34,527
+671
| +2% | +$65.3K | 0.05% | 388 |
|
|
2024
Q3 | $3.89M | Buy |
33,856
+1,150
| +4% | +$132K | 0.06% | 344 |
|
|
2024
Q2 | $3.48M | Buy |
32,706
+1,768
| +6% | +$188K | 0.06% | 361 |
|
|
2024
Q1 | $2.99M | Sell |
30,938
-58
| -0.2% | -$5.61K | 0.05% | 404 |
|
|
2023
Q4 | $3.13M | Buy |
30,996
+537
| +2% | +$54.2K | 0.06% | 374 |
|
|
2023
Q3 | $3.1M | Buy |
30,459
+45
| +0.1% | +$4.58K | 0.06% | 336 |
|
|
2023
Q2 | $3.07M | Sell |
30,414
-646
| -2% | -$65.2K | 0.06% | 355 |
|
|
2023
Q1 | $2.86M | Sell |
31,060
-493
| -2% | -$45.4K | 0.06% | 355 |
|
|
2022
Q4 | $2.86M | Sell |
31,553
-1,585
| -5% | -$144K | 0.07% | 340 |
|
|
2022
Q3 | $2.52M | Sell |
33,138
-1,541
| -4% | -$117K | 0.06% | 368 |
|
|
2022
Q2 | $2.93M | Sell |
34,679
-1,393
| -4% | -$118K | 0.06% | 355 |
|
|
2022
Q1 | $3.17M | Buy |
36,072
+8,249
| +30% | +$724K | 0.06% | 379 |
|
|
2021
Q4 | $2.43M | Buy |
27,823
+371
| +1% | +$32.5K | 0.04% | 454 |
|
|
2021
Q3 | $2.25M | Sell |
27,452
-4,846
| -15% | -$396K | 0.04% | 475 |
|
|
2021
Q2 | $2.95M | Sell |
32,298
-1,292
| -4% | -$118K | 0.05% | 402 |
|
|
2021
Q1 | $2.87M | Sell |
33,590
-5,309
| -14% | -$454K | 0.06% | 368 |
|
|
2020
Q4 | $3.67M | Sell |
38,899
-264
| -0.7% | -$24.9K | 0.08% | 296 |
|
|
2020
Q3 | $3.41M | Sell |
39,163
-977
| -2% | -$85K | 0.09% | 271 |
|
|
2020
Q2 | $3.51M | Sell |
40,140
-1,181
| -3% | -$103K | 0.09% | 252 |
|
|
2020
Q1 | $3.41M | Sell |
41,321
-573
| -1% | -$47.2K | 0.1% | 206 |
|
|
2019
Q4 | $3.97M | Sell |
41,894
-3,119
| -7% | -$295K | 0.1% | 227 |
|
|
2019
Q3 | $3.91M | Buy |
45,013
+397
| +0.9% | +$34.5K | 0.11% | 214 |
|
|
2019
Q2 | $4.07M | Sell |
44,616
-5,498
| -11% | -$502K | 0.11% | 211 |
|
|
2019
Q1 | $4.32M | Buy |
50,114
+8,083
| +19% | +$696K | 0.12% | 205 |
|
|
2018
Q4 | $3.23M | Buy |
42,031
+1,117
| +3% | +$85.9K | 0.1% | 221 |
|
|
2018
Q3 | $3.16M | Sell |
40,914
-15,764
| -28% | -$1.22M | 0.08% | 276 |
|
|
2018
Q2 | $3.84M | Buy |
56,678
+1,440
| +3% | +$97.5K | 0.1% | 223 |
|
|
2018
Q1 | $4M | Buy |
55,238
+726
| +1% | +$52.6K | 0.1% | 223 |
|
|
2017
Q4 | $4.1M | Buy |
54,512
+97
| +0.2% | +$7.3K | 0.11% | 230 |
|
|
2017
Q3 | $4.19M | Buy |
54,415
+3,146
| +6% | +$242K | 0.11% | 218 |
|
|
2017
Q2 | $3.83M | Buy |
51,269
+10,380
| +25% | +$776K | 0.11% | 242 |
|
|
2017
Q1 | $2.72M | Sell |
40,889
-1,114
| -3% | -$74.2K | 0.08% | 304 |
|
|
2016
Q4 | $2.74M | Sell |
42,003
-91
| -0.2% | -$5.94K | 0.08% | 295 |
|
|
2016
Q3 | $2.98M | Sell |
42,094
-1,123
| -3% | -$79.4K | 0.09% | 267 |
|
|
2016
Q2 | $3.2M | Sell |
43,217
-6,014
| -12% | -$445K | 0.1% | 254 |
|
|
2016
Q1 | $3.2M | Sell |
49,231
-9,892
| -17% | -$642K | 0.1% | 238 |
|
|
2015
Q4 | $4.56M | Sell |
59,123
-21,980
| -27% | -$1.69M | 0.14% | 169 |
|
|
2015
Q3 | $6.68M | Sell |
81,103
-1,789
| -2% | -$147K | 0.2% | 112 |
|
|
2015
Q2 | $7.3M | Buy |
82,892
+4,335
| +6% | +$382K | 0.2% | 114 |
|
|
2015
Q1 | $6.94M | Sell |
78,557
-70
| -0.1% | -$6.19K | 0.19% | 124 |
|
|
2014
Q4 | $6.53M | Buy |
78,627
+6,382
| +9% | +$530K | 0.19% | 130 |
|
|
2014
Q3 | $6.09M | Buy |
72,245
+4,749
| +7% | +$401K | 0.18% | 136 |
|
|
2014
Q2 | $5.48M | Sell |
67,496
-1,072
| -2% | -$87K | 0.16% | 141 |
|
|
2014
Q1 | $5.22M | Buy |
68,568
+5,008
| +8% | +$382K | 0.16% | 152 |
|
|
2013
Q4 | $4.58M | Buy |
63,560
+1,053
| +2% | +$75.8K | 0.15% | 175 |
|
|
2013
Q3 | $4.3M | Buy |
62,507
+2,060
| +3% | +$142K | 0.15% | 176 |
|
|
2013
Q2 | $3.83M | Buy |
+60,447
| New | +$3.83M | 0.15% | 174 |
|