Oxbow Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.46M | Buy |
28,619
+963
| +3% | +$117K | 0.38% | 69 |
|
2025
Q1 | $3.08M | Buy |
27,656
+774
| +3% | +$86.3K | 0.33% | 68 |
|
2024
Q4 | $2.62M | Buy |
26,882
+1,480
| +6% | +$144K | 0.31% | 77 |
|
2024
Q3 | $2.92M | Sell |
25,402
-145
| -0.6% | -$16.7K | 0.29% | 66 |
|
2024
Q2 | $2.72M | Buy |
+25,547
| New | +$2.72M | 0.32% | 61 |
|
2022
Q1 | – | Sell |
-101,241
| Closed | -$8.86M | – | 280 |
|
2021
Q4 | $8.86M | Sell |
101,241
-1,479
| -1% | -$129K | 0.85% | 46 |
|
2021
Q3 | $8.4M | Buy |
102,720
+4,011
| +4% | +$328K | 0.85% | 44 |
|
2021
Q2 | $9.01M | Buy |
98,709
+3,570
| +4% | +$326K | 0.94% | 37 |
|
2021
Q1 | $8.13M | Sell |
95,139
-1,819
| -2% | -$155K | 0.99% | 36 |
|
2020
Q4 | $9.16M | Sell |
96,958
-1,285
| -1% | -$121K | 1.17% | 30 |
|
2020
Q3 | $8.54M | Sell |
98,243
-897
| -0.9% | -$78K | 1.08% | 29 |
|
2020
Q2 | $8.66M | Buy |
+99,140
| New | +$8.66M | 1.26% | 24 |
|