Palisade Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.99M | Sell |
16,449
-175
| -1% | -$21.2K | 0.2% | 88 |
|
2025
Q1 | $1.85M | Hold |
16,624
| – | – | 0.19% | 88 |
|
2024
Q4 | $1.62M | Hold |
16,624
| – | – | 0.16% | 96 |
|
2024
Q3 | $1.91M | Hold |
16,624
| – | – | 0.19% | 91 |
|
2024
Q2 | $1.77M | Sell |
16,624
-4,400
| -21% | -$468K | 0.18% | 96 |
|
2024
Q1 | $2.03M | Sell |
21,024
-1,859
| -8% | -$180K | 0.2% | 88 |
|
2023
Q4 | $2.31M | Buy |
22,883
+951
| +4% | +$96K | 0.25% | 80 |
|
2023
Q3 | $2.23M | Sell |
21,932
-150
| -0.7% | -$15.3K | 0.27% | 80 |
|
2023
Q2 | $2.23M | Hold |
22,082
| – | – | 0.26% | 80 |
|
2023
Q1 | $2.03M | Sell |
22,082
-12
| -0.1% | -$1.1K | 0.25% | 84 |
|
2022
Q4 | $2M | Sell |
22,094
-5
| -0% | -$454 | 0.23% | 87 |
|
2022
Q3 | $1.68M | Hold |
22,099
| – | – | 0.23% | 81 |
|
2022
Q2 | $1.87M | Hold |
22,099
| – | – | 0.24% | 79 |
|
2022
Q1 | $1.94M | Buy |
22,099
+800
| +4% | +$70.2K | 0.22% | 86 |
|
2021
Q4 | $1.86M | Sell |
21,299
-894
| -4% | -$78.2K | 0.21% | 88 |
|
2021
Q3 | $1.82M | Hold |
22,193
| – | – | 0.22% | 83 |
|
2021
Q2 | $2.03M | Hold |
22,193
| – | – | 0.24% | 79 |
|
2021
Q1 | $1.9M | Buy |
22,193
+46
| +0.2% | +$3.93K | 0.24% | 80 |
|
2020
Q4 | $2.09M | Buy |
22,147
+203
| +0.9% | +$19.2K | 0.28% | 76 |
|
2020
Q3 | $1.91M | Sell |
21,944
-636
| -3% | -$55.3K | 0.29% | 77 |
|
2020
Q2 | $1.97M | Sell |
22,580
-50
| -0.2% | -$4.37K | 0.31% | 73 |
|
2020
Q1 | $1.87M | Sell |
22,630
-250
| -1% | -$20.6K | 0.34% | 70 |
|
2019
Q4 | $2.17M | Buy |
22,880
+713
| +3% | +$67.5K | 0.32% | 74 |
|
2019
Q3 | $1.93M | Buy |
22,167
+50
| +0.2% | +$4.34K | 0.29% | 75 |
|
2019
Q2 | $2.02M | Sell |
22,117
-2,566
| -10% | -$234K | 0.31% | 72 |
|
2019
Q1 | $2.13M | Hold |
24,683
| – | – | 0.34% | 72 |
|
2018
Q4 | $1.9M | Hold |
24,683
| – | – | 0.28% | 71 |
|
2018
Q3 | $1.91M | Buy |
24,683
+657
| +3% | +$50.7K | 0.25% | 74 |
|
2018
Q2 | $1.63M | Hold |
24,026
| – | – | 0.24% | 76 |
|
2018
Q1 | $1.74M | Buy |
24,026
+424
| +2% | +$30.7K | 0.26% | 73 |
|
2017
Q4 | $1.78M | Hold |
23,602
| – | – | 0.28% | 73 |
|
2017
Q3 | $1.82M | Buy |
23,602
+1,158
| +5% | +$89.1K | 0.33% | 66 |
|
2017
Q2 | $1.68M | Buy |
22,444
+7,477
| +50% | +$559K | 0.33% | 66 |
|
2017
Q1 | $996K | Sell |
14,967
-334
| -2% | -$22.2K | 0.18% | 78 |
|
2016
Q4 | $999K | Hold |
15,301
| – | – | 0.19% | 80 |
|
2016
Q3 | $1.08M | Buy |
15,301
+3,348
| +28% | +$237K | 0.2% | 79 |
|
2016
Q2 | $884K | Hold |
11,953
| – | – | 0.17% | 84 |
|
2016
Q1 | $776K | Hold |
11,953
| – | – | 0.15% | 86 |
|
2015
Q4 | $922K | Sell |
11,953
-25
| -0.2% | -$1.93K | 0.2% | 80 |
|
2015
Q3 | $987K | Sell |
11,978
-17
| -0.1% | -$1.4K | 0.22% | 79 |
|
2015
Q2 | $1.06M | Sell |
11,995
-56
| -0.5% | -$4.94K | 0.21% | 79 |
|
2015
Q1 | $1.07M | Hold |
12,051
| – | – | 0.21% | 81 |
|
2014
Q4 | $1M | Sell |
12,051
-46
| -0.4% | -$3.82K | 0.2% | 79 |
|
2014
Q3 | $1.02M | Sell |
12,097
-6
| -0% | -$506 | 0.21% | 77 |
|
2014
Q2 | $982K | Hold |
12,103
| – | – | 0.21% | 75 |
|
2014
Q1 | $922K | Sell |
12,103
-223
| -2% | -$17K | 0.2% | 79 |
|
2013
Q4 | $888K | Hold |
12,326
| – | – | 0.2% | 78 |
|
2013
Q3 | $847K | Hold |
12,326
| – | – | 0.22% | 79 |
|
2013
Q2 | $781K | Buy |
+12,326
| New | +$781K | 0.2% | 80 |
|