Rothschild Investment LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
16,581
+48
| +0.3% | +$5.81K | 0.13% | 148 |
|
|
2025
Q1 | $1.84M | Sell |
16,533
-149
| -0.9% | -$16.6K | 0.12% | 153 |
|
|
2024
Q4 | $1.62M | Buy |
16,682
+101
| +0.6% | +$9.83K | 0.11% | 164 |
|
|
2024
Q3 | $1.91M | Sell |
16,581
-18
| -0.1% | -$2.07K | 0.12% | 151 |
|
|
2024
Q2 | $1.77M | Buy |
16,599
+444
| +3% | +$47.3K | 0.12% | 147 |
|
|
2024
Q1 | $1.56M | Sell |
16,155
-31
| -0.2% | -$3K | 0.11% | 158 |
|
|
2023
Q4 | $1.63M | Buy |
16,186
+581
| +4% | +$58.7K | 0.14% | 132 |
|
|
2023
Q3 | $1.59M | Buy |
15,605
+347
| +2% | +$35.4K | 0.13% | 148 |
|
|
2023
Q2 | $1.54M | Sell |
15,258
-1,003
| -6% | -$101K | 0.13% | 151 |
|
|
2023
Q1 | $1.5M | Buy |
16,261
+82
| +0.5% | +$7.54K | 0.13% | 154 |
|
|
2022
Q4 | $1.47M | Sell |
16,179
-300
| -2% | -$27.2K | 0.13% | 157 |
|
|
2022
Q3 | $1.25M | Sell |
16,479
-96
| -0.6% | -$7.3K | 0.12% | 170 |
|
|
2022
Q2 | $1.4M | Buy |
16,575
+300
| +2% | +$25.4K | 0.13% | 166 |
|
|
2022
Q1 | $1.43M | Buy |
16,275
+250
| +2% | +$21.9K | 0.11% | 181 |
|
|
2021
Q4 | $1.4M | Sell |
16,025
-120
| -0.7% | -$10.5K | 0.11% | 179 |
|
|
2021
Q3 | $1.32M | Hold |
16,145
| – | – | 0.11% | 177 |
|
|
2021
Q2 | $1.47M | Buy |
16,145
+24
| +0.1% | +$2.19K | 0.12% | 172 |
|
|
2021
Q1 | $1.38M | Hold |
16,121
| – | – | 0.12% | 176 |
|
|
2020
Q4 | $1.52M | Hold |
16,121
| – | – | 0.15% | 143 |
|
|
2020
Q3 | $1.4M | Hold |
16,121
| – | – | 0.15% | 136 |
|
|
2020
Q2 | $1.41M | Sell |
16,121
-704
| -4% | -$61.5K | 0.17% | 129 |
|
|
2020
Q1 | $1.39M | Hold |
16,825
| – | – | 0.18% | 130 |
|
|
2019
Q4 | $1.59M | Hold |
16,825
| – | – | 0.16% | 144 |
|
|
2019
Q3 | $1.46M | Hold |
16,825
| – | – | 0.17% | 130 |
|
|
2019
Q2 | $1.54M | Sell |
16,825
-3,291
| -16% | -$300K | 0.18% | 128 |
|
|
2019
Q1 | $1.73M | Buy |
20,116
+335
| +2% | +$28.9K | 0.2% | 124 |
|
|
2018
Q4 | $1.52M | Hold |
19,781
| – | – | 0.2% | 120 |
|
|
2018
Q3 | $1.53M | Buy |
19,781
+139
| +0.7% | +$10.7K | 0.18% | 127 |
|
|
2018
Q2 | $1.33M | Hold |
19,642
| – | – | 0.17% | 138 |
|
|
2018
Q1 | $1.42M | Sell |
19,642
-9,597
| -33% | -$695K | 0.18% | 127 |
|
|
2017
Q4 | $2.2M | Buy |
29,239
+6,194
| +27% | +$466K | 0.24% | 102 |
|
|
2017
Q3 | $1.77M | Sell |
23,045
-166
| -0.7% | -$12.8K | 0.2% | 124 |
|
|
2017
Q2 | $1.74M | Sell |
23,211
-253
| -1% | -$18.9K | 0.2% | 128 |
|
|
2017
Q1 | $1.56M | Sell |
23,464
-1,299
| -5% | -$86.5K | 0.18% | 137 |
|
|
2016
Q4 | $1.62M | Sell |
24,763
-200
| -0.8% | -$13.1K | 0.19% | 131 |
|
|
2016
Q3 | $1.77M | Sell |
24,963
-316
| -1% | -$22.4K | 0.22% | 122 |
|
|
2016
Q2 | $1.87M | Sell |
25,279
-474
| -2% | -$35K | 0.24% | 112 |
|
|
2016
Q1 | $1.67M | Sell |
25,753
-279
| -1% | -$18.1K | 0.22% | 116 |
|
|
2015
Q4 | $2.01M | Hold |
26,032
| – | – | 0.26% | 102 |
|
|
2015
Q3 | $2.14M | Sell |
26,032
-558
| -2% | -$46K | 0.28% | 92 |
|
|
2015
Q2 | $2.34M | Buy |
26,590
+144
| +0.5% | +$12.7K | 0.27% | 97 |
|
|
2015
Q1 | $2.34M | Buy |
26,446
+529
| +2% | +$46.7K | 0.27% | 95 |
|
|
2014
Q4 | $2.15M | Sell |
25,917
-893
| -3% | -$74.2K | 0.26% | 92 |
|
|
2014
Q3 | $2.26M | Buy |
26,810
+1,950
| +8% | +$164K | 0.28% | 88 |
|
|
2014
Q2 | $2.02M | Sell |
24,860
-1,478
| -6% | -$120K | 0.26% | 100 |
|
|
2014
Q1 | $2.01M | Hold |
26,338
| – | – | 0.27% | 90 |
|
|
2013
Q4 | $1.9M | Sell |
26,338
-725
| -3% | -$52.2K | 0.26% | 95 |
|
|
2013
Q3 | $1.86M | Hold |
27,063
| – | – | 0.27% | 91 |
|
|
2013
Q2 | $1.72M | Buy |
+27,063
| New | +$1.72M | 0.28% | 90 |
|