Principal Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277M | Sell |
2,291,880
-101,139
| -4% | -$12.2M | 0.15% | 140 |
|
|
2025
Q1 | $267M | Sell |
2,393,019
-33,907
| -1% | -$3.78M | 0.15% | 139 |
|
|
2024
Q4 | $236M | Sell |
2,426,926
-42,642
| -2% | -$4.15M | 0.13% | 152 |
|
|
2024
Q3 | $284M | Sell |
2,469,568
-11,997
| -0.5% | -$1.38M | 0.16% | 136 |
|
|
2024
Q2 | $264M | Sell |
2,481,565
-41,769
| -2% | -$4.45M | 0.16% | 134 |
|
|
2024
Q1 | $244M | Buy |
2,523,334
+14,686
| +0.6% | +$1.42M | 0.14% | 138 |
|
|
2023
Q4 | $253M | Sell |
2,508,648
-30,617
| -1% | -$3.09M | 0.16% | 133 |
|
|
2023
Q3 | $259M | Buy |
2,539,265
+51,391
| +2% | +$5.23M | 0.19% | 121 |
|
|
2023
Q2 | $251M | Sell |
2,487,874
-242,473
| -9% | -$24.5M | 0.17% | 129 |
|
|
2023
Q1 | $251M | Buy |
2,730,347
+264,310
| +11% | +$24.3M | 0.18% | 130 |
|
|
2022
Q4 | $224M | Buy |
2,466,037
+7,806
| +0.3% | +$708K | 0.17% | 138 |
|
|
2022
Q3 | $187M | Buy |
2,458,231
+189,855
| +8% | +$14.4M | 0.15% | 152 |
|
|
2022
Q2 | $192M | Sell |
2,268,376
-24,731
| -1% | -$2.09M | 0.14% | 153 |
|
|
2022
Q1 | $201M | Buy |
2,293,107
+14,914
| +0.7% | +$1.31M | 0.13% | 176 |
|
|
2021
Q4 | $199M | Buy |
2,278,193
+209,629
| +10% | +$18.3M | 0.12% | 181 |
|
|
2021
Q3 | $169M | Buy |
2,068,564
+401,585
| +24% | +$32.8M | 0.11% | 189 |
|
|
2021
Q2 | $152M | Sell |
1,666,979
-20,061
| -1% | -$1.83M | 0.1% | 201 |
|
|
2021
Q1 | $144M | Buy |
1,687,040
+12,864
| +0.8% | +$1.1M | 0.1% | 203 |
|
|
2020
Q4 | $158M | Buy |
1,674,176
+132,060
| +9% | +$12.5M | 0.12% | 183 |
|
|
2020
Q3 | $134M | Buy |
1,542,116
+64,683
| +4% | +$5.62M | 0.11% | 188 |
|
|
2020
Q2 | $129M | Buy |
1,477,433
+37,010
| +3% | +$3.23M | 0.11% | 196 |
|
|
2020
Q1 | $119M | Sell |
1,440,423
-2,485
| -0.2% | -$205K | 0.13% | 187 |
|
|
2019
Q4 | $137M | Buy |
1,442,908
+75,130
| +5% | +$7.11M | 0.11% | 214 |
|
|
2019
Q3 | $119M | Buy |
1,367,778
+16,184
| +1% | +$1.41M | 0.1% | 225 |
|
|
2019
Q2 | $123M | Buy |
1,351,594
+68,405
| +5% | +$6.25M | 0.11% | 214 |
|
|
2019
Q1 | $111M | Buy |
1,283,189
+1,089
| +0.1% | +$93.8K | 0.1% | 225 |
|
|
2018
Q4 | $98.6M | Buy |
1,282,100
+87,982
| +7% | +$6.77M | 0.11% | 227 |
|
|
2018
Q3 | $92.2M | Sell |
1,194,118
-559
| -0% | -$43.2K | 0.08% | 273 |
|
|
2018
Q2 | $80.9M | Buy |
1,194,677
+47,836
| +4% | +$3.24M | 0.07% | 283 |
|
|
2018
Q1 | $83.1M | Sell |
1,146,841
-7,728
| -0.7% | -$560K | 0.08% | 279 |
|
|
2017
Q4 | $86.9M | Buy |
1,154,569
+56,579
| +5% | +$4.26M | 0.08% | 288 |
|
|
2017
Q3 | $84.5M | Buy |
1,097,990
+140,613
| +15% | +$10.8M | 0.08% | 295 |
|
|
2017
Q2 | $71.6M | Buy |
+957,377
| New | +$71.6M | 0.07% | 327 |
|