PG
Patten Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
16,853
-117
| -0.7% | -$14.2K | 0.43% | 69 |
|
|
2025
Q1 | $1.89M | Buy |
16,970
+629
| +4% | +$70.1K | 0.43% | 69 |
|
|
2024
Q4 | $1.59M | Sell |
16,341
-46
| -0.3% | -$4.48K | 0.35% | 85 |
|
|
2024
Q3 | $1.88M | Sell |
16,387
-126
| -0.8% | -$14.5K | 0.42% | 69 |
|
|
2024
Q2 | $1.76M | Buy |
16,513
+403
| +3% | +$42.9K | 0.41% | 66 |
|
|
2024
Q1 | $1.56M | Hold |
16,110
| – | – | 0.38% | 75 |
|
|
2023
Q4 | $1.63M | Buy |
16,110
+299
| +2% | +$30.2K | 0.44% | 66 |
|
|
2023
Q3 | $1.61M | Buy |
15,811
+19
| +0.1% | +$1.94K | 0.48% | 55 |
|
|
2023
Q2 | $1.59M | Hold |
15,792
| – | – | 0.24% | 62 |
|
|
2023
Q1 | $1.45M | Buy |
15,792
+118
| +0.8% | +$10.9K | 0.44% | 69 |
|
|
2022
Q4 | $1.42M | Buy |
15,674
+465
| +3% | +$42.2K | 0.45% | 66 |
|
|
2022
Q3 | $1.15M | Hold |
15,209
| – | – | 0.4% | 79 |
|
|
2022
Q2 | $1.28M | Buy |
15,209
+9
| +0.1% | +$760 | 0.41% | 72 |
|
|
2022
Q1 | $1.33M | Buy |
15,200
+791
| +5% | +$69.4K | 0.37% | 76 |
|
|
2021
Q4 | $1.26M | Buy |
14,409
+48
| +0.3% | +$4.2K | 0.33% | 90 |
|
|
2021
Q3 | $1.17M | Sell |
14,361
-60
| -0.4% | -$4.91K | 0.35% | 87 |
|
|
2021
Q2 | $1.32M | Sell |
14,421
-1,176
| -8% | -$107K | 0.39% | 81 |
|
|
2021
Q1 | $1.33M | Buy |
15,597
+27
| +0.2% | +$2.31K | 0.43% | 73 |
|
|
2020
Q4 | $1.47M | Sell |
15,570
-230
| -1% | -$21.7K | 0.4% | 63 |
|
|
2020
Q3 | $1.37M | Buy |
15,800
+55
| +0.3% | +$4.78K | 0.54% | 55 |
|
|
2020
Q2 | $1.38M | Sell |
15,745
-473
| -3% | -$41.3K | 0.59% | 48 |
|
|
2020
Q1 | $1.34M | Sell |
16,218
-1,130
| -7% | -$93.2K | 0.69% | 44 |
|
|
2019
Q4 | $1.64M | Sell |
17,348
-107
| -0.6% | -$10.1K | 0.61% | 49 |
|
|
2019
Q3 | $1.52M | Sell |
17,455
-85
| -0.5% | -$7.39K | 0.62% | 47 |
|
|
2019
Q2 | $1.6M | Buy |
17,540
+221
| +1% | +$20.2K | 0.66% | 46 |
|
|
2019
Q1 | $1.67M | Buy |
17,319
+223
| +1% | +$21.4K | 0.72% | 43 |
|
|
2018
Q4 | $1.47M | Sell |
17,096
-794
| -4% | -$68.1K | 0.7% | 39 |
|
|
2018
Q3 | $1.54M | Sell |
17,890
-660
| -4% | -$56.9K | 0.59% | 45 |
|
|
2018
Q2 | $1.4M | Sell |
18,550
-851
| -4% | -$64.3K | 0.56% | 53 |
|
|
2018
Q1 | $1.57M | Sell |
19,401
-96
| -0.5% | -$7.76K | 0.64% | 43 |
|
|
2017
Q4 | $1.64M | Sell |
19,497
-541
| -3% | -$45.4K | 0.65% | 43 |
|
|
2017
Q3 | $1.72M | Hold |
20,038
| – | – | 0.7% | 37 |
|
|
2017
Q2 | $1.7M | Sell |
20,038
-1,939
| -9% | -$165K | 0.69% | 37 |
|
|
2017
Q1 | $1.62M | Sell |
21,977
-686
| -3% | -$50.6K | 0.7% | 43 |
|
|
2016
Q4 | $1.64M | Sell |
22,663
-2,270
| -9% | -$164K | 0.73% | 40 |
|
|
2016
Q3 | $1.91M | Sell |
24,933
-115
| -0.5% | -$8.82K | 0.9% | 30 |
|
|
2016
Q2 | $2.07M | Buy |
25,048
+449
| +2% | +$37K | 0.97% | 28 |
|
|
2016
Q1 | $1.78M | Buy |
24,599
+810
| +3% | +$58.7K | 0.85% | 32 |
|
|
2015
Q4 | $2.05M | Sell |
23,789
-1,000
| -4% | -$86K | 0.98% | 25 |
|
|
2015
Q3 | $2.28M | Buy |
24,789
+75
| +0.3% | +$6.89K | 1.17% | 19 |
|
|
2015
Q2 | $2.43M | Sell |
24,714
-200
| -0.8% | -$19.7K | 1.15% | 18 |
|
|
2015
Q1 | $2.46M | Sell |
24,914
-1,225
| -5% | -$121K | 1.26% | 21 |
|
|
2014
Q4 | $2.42M | Buy |
+26,139
| New | +$2.42M | 1.18% | 21 |
|