Rehmann Capital Advisory 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 | $668K | Buy |
5,521
+5
| +0.1% | +$605 | 0.04% | 294 |
|
|
2025
Q1 | $615K | Buy |
5,516
+22
| +0.4% | +$2.45K | 0.04% | 310 |
|
|
2024
Q4 | $535K | Sell |
5,494
-820
| -13% | -$79.8K | 0.03% | 335 |
|
|
2024
Q3 | $726K | Sell |
6,314
-518
| -8% | -$59.6K | 0.05% | 262 |
|
|
2024
Q2 | $727K | Sell |
6,832
-211
| -3% | -$22.5K | 0.05% | 253 |
|
|
2024
Q1 | $681K | Buy |
7,043
+103
| +1% | +$9.96K | 0.05% | 261 |
|
|
2023
Q4 | $701K | Buy |
6,940
+1,052
| +18% | +$106K | 0.06% | 243 |
|
|
2023
Q3 | $600K | Buy |
5,888
+2,828
| +92% | +$288K | 0.06% | 264 |
|
|
2023
Q2 | $309K | Buy |
3,060
+57
| +2% | +$5.75K | 0.03% | 412 |
|
|
2023
Q1 | $276K | Sell |
3,003
-299
| -9% | -$27.5K | 0.03% | 441 |
|
|
2022
Q4 | $300K | Sell |
3,302
-234
| -7% | -$21.2K | 0.03% | 416 |
|
|
2022
Q3 | $269K | Buy |
3,536
+154
| +5% | +$11.7K | 0.03% | 409 |
|
|
2022
Q2 | $286K | Sell |
3,382
-102
| -3% | -$8.62K | 0.03% | 384 |
|
|
2022
Q1 | $306K | Buy |
3,484
+91
| +3% | +$7.99K | 0.03% | 403 |
|
|
2021
Q4 | $297K | Sell |
3,393
-1,466
| -30% | -$128K | 0.03% | 437 |
|
|
2021
Q3 | $397K | Buy |
4,859
+1,761
| +57% | +$144K | 0.04% | 370 |
|
|
2021
Q2 | $283K | Sell |
3,098
-180
| -5% | -$16.4K | 0.03% | 445 |
|
|
2021
Q1 | $280K | Buy |
3,278
+64
| +2% | +$5.47K | 0.03% | 419 |
|
|
2020
Q4 | $304K | Buy |
3,214
+88
| +3% | +$8.31K | 0.03% | 369 |
|
|
2020
Q3 | $272K | Sell |
3,126
-44
| -1% | -$3.83K | 0.03% | 346 |
|
|
2020
Q2 | $277K | Buy |
3,170
+174
| +6% | +$15.2K | 0.04% | 336 |
|
|
2020
Q1 | $247K | Buy |
+2,996
| New | +$247K | 0.04% | 328 |
|
|
2019
Q3 | $436K | Sell |
5,022
-267
| -5% | -$23.2K | 0.05% | 181 |
|
|
2019
Q2 | $483K | Buy |
5,289
+457
| +9% | +$41.7K | 0.06% | 259 |
|
|
2019
Q1 | $416K | Buy |
4,832
+647
| +15% | +$55.7K | 0.06% | 254 |
|
|
2018
Q4 | $322K | Buy |
4,185
+2,412
| +136% | +$185K | 0.05% | 187 |
|
|
2018
Q3 | $137K | Sell |
1,773
-26
| -1% | -$2.01K | 0.02% | 502 |
|
|
2018
Q2 | $122K | Sell |
1,799
-1,012
| -36% | -$68.5K | 0.02% | 506 |
|
|
2018
Q1 | $204K | Buy |
2,811
+10
| +0.4% | +$726 | 0.03% | 364 |
|
|
2017
Q4 | $211K | Buy |
+2,801
| New | +$211K | 0.04% | 364 |
|
|
2017
Q2 | – | Sell |
-4,047
| Closed | -$269K | – | 401 |
|
|
2017
Q1 | $269K | Buy |
4,047
+563
| +16% | +$37.4K | 0.04% | 299 |
|
|
2016
Q4 | $227K | Sell |
3,484
-904
| -21% | -$58.9K | 0.04% | 339 |
|
|
2016
Q3 | $310K | Sell |
4,388
-140
| -3% | -$9.89K | 0.06% | 253 |
|
|
2016
Q2 | $335K | Sell |
4,528
-313
| -6% | -$23.2K | 0.06% | 236 |
|
|
2016
Q1 | $314K | Sell |
4,841
-358
| -7% | -$23.2K | 0.06% | 235 |
|
|
2015
Q4 | $401K | Sell |
5,199
-922
| -15% | -$71.1K | 0.08% | 182 |
|
|
2015
Q3 | $504K | Buy |
6,121
+176
| +3% | +$14.5K | 0.11% | 146 |
|
|
2015
Q2 | $524K | Buy |
5,945
+482
| +9% | +$42.5K | 0.12% | 151 |
|
|
2015
Q1 | $483K | Buy |
5,463
+159
| +3% | +$14.1K | 0.11% | 159 |
|
|
2014
Q4 | $440K | Buy |
5,304
+134
| +3% | +$11.1K | 0.1% | 171 |
|
|
2014
Q3 | $436K | Buy |
5,170
+30
| +0.6% | +$2.53K | 0.1% | 167 |
|
|
2014
Q2 | $417K | Buy |
5,140
+483
| +10% | +$39.2K | 0.1% | 175 |
|
|
2014
Q1 | $355K | Sell |
4,657
-2,124
| -31% | -$162K | 0.1% | 173 |
|
|
2013
Q4 | $488K | Sell |
6,781
-79
| -1% | -$5.69K | 0.15% | 141 |
|
|
2013
Q3 | $472K | Sell |
6,860
-546
| -7% | -$37.6K | 0.15% | 126 |
|
|
2013
Q2 | $469K | Buy |
+7,406
| New | +$469K | 0.16% | 115 |
|