Patton Albertson Miller Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Sell |
3,782
-241
| -6% | -$36.9K | 0.07% | 147 |
|
|
2025
Q4 | $555K | Sell |
4,023
-236
| -6% | -$30.9K | 0.07% | 150 |
|
|
2025
Q3 | $546K | Sell |
4,259
-539
| -11% | -$65.8K | 0.07% | 148 |
|
|
2025
Q2 | $581K | Sell |
4,798
-166
| -3% | -$18.7K | 0.08% | 141 |
|
|
2025
Q1 | $553K | Sell |
4,964
-465
| -9% | -$49.5K | 0.08% | 143 |
|
|
2024
Q4 | $528K | Sell |
5,429
-30
| -0.5% | -$3.2K | 0.07% | 146 |
|
|
2024
Q3 | $628K | Sell |
5,459
-7
| -0.1% | -$794 | 0.09% | 139 |
|
|
2024
Q2 | $582K | Sell |
5,466
-215
| -4% | -$21.6K | 0.08% | 135 |
|
|
2024
Q1 | $550K | Sell |
5,681
-83
| -1% | -$8.51K | 0.08% | 134 |
|
|
2023
Q4 | $582K | Sell |
5,764
-100
| -2% | -$9.65K | 0.1% | 138 |
|
|
2023
Q3 | $597K | Sell |
5,864
-50
| -0.8% | -$5.08K | 0.12% | 137 |
|
|
2023
Q2 | $597K | Sell |
5,914
-480
| -8% | -$48K | 0.12% | 138 |
|
|
2023
Q1 | $588K | Sell |
6,394
-40
| -0.6% | -$3.49K | 0.11% | 150 |
|
|
2022
Q4 | $584K | Sell |
6,434
-485
| -7% | -$40.9K | 0.11% | 146 |
|
|
2022
Q3 | $526K | Sell |
6,919
-629
| -8% | -$52.1K | 0.11% | 147 |
|
|
2022
Q2 | $638K | Sell |
7,548
-2,305
| -23% | -$202K | 0.13% | 143 |
|
|
2022
Q1 | $865K | Buy |
9,853
+13
| +0.1% | +$1.13K | 0.15% | 138 |
|
|
2021
Q4 | $861K | Sell |
9,840
-2,625
| -21% | -$218K | 0.14% | 144 |
|
|
2021
Q3 | $1.02M | Sell |
12,465
-275
| -2% | -$24.7K | 0.19% | 128 |
|
|
2021
Q2 | $1.16M | Sell |
12,740
-1,062
| -8% | -$94.6K | 0.26% | 95 |
|
|
2021
Q1 | $1.18M | Buy |
13,802
+25
| +0.2% | +$2.24K | 0.29% | 94 |
|
|
2020
Q4 | $1.26M | Sell |
13,777
-1,192
| -8% | -$104K | 0.3% | 90 |
|
|
2020
Q3 | $1.3M | Sell |
14,969
-1,358
| -8% | -$118K | 0.37% | 81 |
|
|
2020
Q2 | $1.43M | Hold |
16,327
| – | – | 0.41% | 76 |
|
|
2020
Q1 | $1.35M | Sell |
16,327
-375
| -2% | -$33.5K | 0.45% | 68 |
|
|
2019
Q4 | $1.58M | Sell |
16,702
-150
| -0.9% | -$13.5K | 0.41% | 84 |
|
|
2019
Q3 | $1.46M | Sell |
16,852
-578
| -3% | -$51.9K | 0.41% | 85 |
|
|
2019
Q2 | $1.58M | Buy |
17,430
+14,629
| +522% | +$1.24M | 0.46% | 78 |
|
|
2019
Q1 | $241K | Hold |
2,801
| – | – | 0.12% | 107 |
|
|
2018
Q4 | $221K | Hold |
2,801
| – | – | 0.12% | 114 |
|
|
2018
Q3 | $211K | Buy |
+2,801
| New | +$207K | 0.11% | 116 |
|
|
2018
Q1 | – | Sell |
-5,558
| Closed | -$418K | – | 123 |
|
|
2017
Q4 | $418K | Sell |
5,558
-160
| -3% | -$12.1K | 0.17% | 99 |
|
|
2017
Q3 | $439K | Hold |
5,718
| – | – | 0.19% | 101 |
|
|
2017
Q2 | $437K | Sell |
5,718
-1,068
| -16% | -$75.7K | 0.19% | 102 |
|
|
2017
Q1 | $477K | Sell |
6,786
-710
| -9% | -$47.3K | 0.2% | 103 |
|
|
2016
Q4 | $489K | Sell |
7,496
-482
| -6% | -$31.3K | 0.21% | 103 |
|
|
2016
Q3 | $564K | Sell |
7,978
-1,158
| -13% | -$84.4K | 0.25% | 96 |
|
|
2016
Q2 | $675K | Sell |
9,136
-1,275
| -12% | -$88.1K | 0.3% | 85 |
|
|
2016
Q1 | $676K | Sell |
10,411
-575
| -5% | -$39.1K | 0.34% | 82 |
|
|
2015
Q4 | $847K | Sell |
10,986
-9,263
| -46% | -$736K | 0.43% | 76 |
|
|
2015
Q3 | $1.66M | Sell |
20,249
-876
| -4% | -$78K | 0.88% | 38 |
|
|
2015
Q2 | $1.86M | Sell |
21,125
-649
| -3% | -$59.5K | 0.81% | 56 |
|
|
2015
Q1 | $1.92M | Buy |
21,774
+1,596
| +8% | +$142K | 0.78% | 57 |
|
|
2014
Q4 | $1.68M | Buy |
20,178
+10,663
| +112% | +$884K | 0.78% | 49 |
|
|
2014
Q3 | $794K | Buy |
9,515
+112
| +1% | +$9.06K | 0.41% | 90 |
|
|
2014
Q2 | $762K | Sell |
9,403
-1,323
| -12% | -$104K | 0.39% | 89 |
|
|
2014
Q1 | $817K | Buy |
10,726
+318
| +3% | +$23.2K | 0.43% | 69 |
|
|
2013
Q4 | $750K | Buy |
10,408
+112
| +1% | +$7.79K | 0.44% | 65 |
|
|
2013
Q3 | $708K | Sell |
10,296
-300
| -3% | -$19.8K | 0.42% | 73 |
|
|
2013
Q2 | $671K | Buy |
+10,596
| New | +$689K | 0.41% | 70 |
|
Other funds holding NVS
