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