Plante Moran Financial Advisors’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 | $1.83K | Hold |
12
| – | – | ﹤0.01% | 642 |
|
|
2025
Q4 | $1.65K | Hold |
12
| – | – | ﹤0.01% | 732 |
|
|
2025
Q3 | $1.54K | Hold |
12
| – | – | ﹤0.01% | 683 |
|
|
2025
Q2 | $1.45K | Hold |
12
| – | – | ﹤0.01% | 682 |
|
|
2025
Q1 | $1.34K | Hold |
12
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $1.17K | Sell |
12
-25
| -68% | -$2.67K | ﹤0.01% | 810 |
|
|
2024
Q3 | $4.26K | Buy |
37
+25
| +208% | +$2.84K | ﹤0.01% | 697 |
|
|
2024
Q2 | $1.28K | Sell |
12
-27
| -69% | -$2.71K | ﹤0.01% | 719 |
|
|
2024
Q1 | $3.77K | Buy |
39
+27
| +225% | +$2.77K | ﹤0.01% | 710 |
|
|
2023
Q4 | $1.21K | Hold |
12
| – | – | ﹤0.01% | 751 |
|
|
2023
Q3 | $1.22K | Hold |
12
| – | – | ﹤0.01% | 680 |
|
|
2023
Q2 | $1.21K | Hold |
12
| – | – | ﹤0.01% | 722 |
|
|
2023
Q1 | $1.1K | Sell |
12
-166
| -93% | -$14.5K | ﹤0.01% | 730 |
|
|
2022
Q4 | $16.1K | Sell |
178
-190
| -52% | -$16K | ﹤0.01% | 508 |
|
|
2022
Q3 | $28K | Sell |
368
-198
| -35% | -$16.4K | ﹤0.01% | 398 |
|
|
2022
Q2 | $48K | Buy |
566
+64
| +13% | +$5.62K | 0.01% | 320 |
|
|
2022
Q1 | $44K | Sell |
502
-137
| -21% | -$11.9K | 0.01% | 355 |
|
|
2021
Q4 | $56K | Sell |
639
-361
| -36% | -$30K | 0.01% | 342 |
|
|
2021
Q3 | $82K | Buy |
1,000
+498
| +99% | +$44.8K | 0.02% | 295 |
|
|
2021
Q2 | $46K | Buy |
502
+110
| +28% | +$9.79K | 0.01% | 392 |
|
|
2021
Q1 | $34K | Buy |
392
+1
| +0.3% | +$90 | 0.01% | 440 |
|
|
2020
Q4 | $37K | Buy |
391
+11
| +3% | +$961 | 0.01% | 408 |
|
|
2020
Q3 | $33K | Hold |
380
| – | – | 0.01% | 391 |
|
|
2020
Q2 | $33K | Sell |
380
-30
| -7% | -$2.59K | 0.01% | 348 |
|
|
2020
Q1 | $34K | Buy |
410
+30
| +8% | +$2.68K | 0.02% | 313 |
|
|
2019
Q4 | $36K | Sell |
380
-87
| -19% | -$7.81K | 0.01% | 370 |
|
|
2019
Q3 | $41K | Sell |
467
-8
| -2% | -$718 | 0.01% | 372 |
|
|
2019
Q2 | $43K | Sell |
475
-65
| -12% | -$5.5K | 0.01% | 368 |
|
|
2019
Q1 | $47K | Buy |
540
+9
| +2% | +$723 | 0.01% | 351 |
|
|
2018
Q4 | $41K | Hold |
531
| – | – | 0.01% | 327 |
|
|
2018
Q3 | $41K | Sell |
531
-52
| -9% | -$3.84K | 0.01% | 341 |
|
|
2018
Q2 | $39K | Buy |
583
+41
| +8% | +$2.83K | 0.02% | 381 |
|
|
2018
Q1 | $39K | Buy |
542
+23
| +4% | +$1.75K | 0.02% | 400 |
|
|
2017
Q4 | $39K | Sell |
519
-575
| -53% | -$43.4K | 0.02% | 389 |
|
|
2017
Q3 | $84K | Sell |
1,094
-37
| -3% | -$2.79K | 0.05% | 229 |
|
|
2017
Q2 | $85K | Buy |
1,131
+132
| +13% | +$9.36K | 0.05% | 230 |
|
|
2017
Q1 | $66K | Sell |
999
-115
| -10% | -$7.66K | 0.04% | 267 |
|
|
2016
Q4 | $73K | Buy |
1,114
+533
| +92% | +$34.6K | 0.05% | 264 |
|
|
2016
Q3 | $41K | Sell |
581
-7
| -1% | -$510 | 0.03% | 366 |
|
|
2016
Q2 | $43K | Buy |
588
+355
| +152% | +$24.5K | 0.03% | 312 |
|
|
2016
Q1 | $15K | Sell |
233
-196
| -46% | -$13.3K | 0.01% | 419 |
|
|
2015
Q4 | $33K | Sell |
429
-387
| -47% | -$30.7K | 0.02% | 372 |
|
|
2015
Q3 | $67K | Sell |
816
-312
| -28% | -$27.8K | 0.05% | 229 |
|
|
2015
Q2 | $99K | Buy |
1,128
+312
| +38% | +$28.6K | 0.07% | 195 |
|
|
2015
Q1 | $72K | Sell |
816
-208
| -20% | -$18.4K | 0.05% | 234 |
|
|
2014
Q4 | $85K | Buy |
1,024
+212
| +26% | +$17.6K | 0.06% | 202 |
|
|
2014
Q3 | $69K | Buy |
812
+799
| +6,146% | +$64.6K | 0.06% | 211 |
|
|
2014
Q2 | $1K | Buy |
+13
| New | +$1.02K | ﹤0.01% | 801 |
|
|
2013
Q4 | – | Sell |
-1,043
| Closed | -$72K | – | 704 |
|
|
2013
Q3 | $72K | Buy |
+1,043
| New | +$69K | 0.04% | 153 |
|
Other funds holding NVS
