Salem Investment Counselors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
5,362
-85
| -2% | -$10.3K | 0.02% | 253 |
|
|
2025
Q1 | $628K | Sell |
5,447
-915
| -14% | -$105K | 0.02% | 238 |
|
|
2024
Q4 | $619K | Hold |
6,362
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $732K | Hold |
6,362
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $677K | Sell |
6,362
-70
| -1% | -$7.45K | 0.02% | 233 |
|
|
2024
Q1 | $647K | Sell |
6,432
-10
| -0.2% | -$1.01K | 0.02% | 236 |
|
|
2023
Q4 | $650K | Buy |
6,442
+998
| +18% | +$101K | 0.02% | 223 |
|
|
2023
Q3 | $555K | Buy |
5,444
+28
| +0.5% | +$2.85K | 0.02% | 230 |
|
|
2023
Q2 | $547K | Buy |
5,416
+49
| +0.9% | +$4.95K | 0.02% | 229 |
|
|
2023
Q1 | $494K | Sell |
5,367
-50
| -0.9% | -$4.6K | 0.02% | 237 |
|
|
2022
Q4 | $491K | Buy |
5,417
+120
| +2% | +$10.9K | 0.02% | 242 |
|
|
2022
Q3 | $403K | Sell |
5,297
-85
| -2% | -$6.47K | 0.02% | 246 |
|
|
2022
Q2 | $455K | Buy |
5,382
+611
| +13% | +$51.7K | 0.02% | 249 |
|
|
2022
Q1 | $419K | Sell |
4,771
-227
| -5% | -$19.9K | 0.02% | 274 |
|
|
2021
Q4 | $437K | Buy |
4,998
+27
| +0.5% | +$2.36K | 0.02% | 285 |
|
|
2021
Q3 | $407K | Buy |
4,971
+200
| +4% | +$16.4K | 0.02% | 265 |
|
|
2021
Q2 | $435K | Sell |
4,771
-73
| -2% | -$6.66K | 0.02% | 251 |
|
|
2021
Q1 | $414K | Buy |
4,844
+301
| +7% | +$25.7K | 0.03% | 224 |
|
|
2020
Q4 | $429K | Buy |
4,543
+79
| +2% | +$7.46K | 0.03% | 208 |
|
|
2020
Q3 | $388K | Hold |
4,464
| – | – | 0.03% | 204 |
|
|
2020
Q2 | $390K | Buy |
4,464
+20
| +0.5% | +$1.75K | 0.03% | 191 |
|
|
2020
Q1 | $366K | Hold |
4,444
| – | – | 0.04% | 190 |
|
|
2019
Q4 | $421K | Hold |
4,444
| – | – | 0.03% | 196 |
|
|
2019
Q3 | $386K | Hold |
4,444
| – | – | 0.04% | 199 |
|
|
2019
Q2 | $406K | Sell |
4,444
-516
| -10% | -$47.1K | 0.04% | 201 |
|
|
2019
Q1 | $383K | Hold |
4,960
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $381K | Hold |
4,960
| – | – | 0.05% | 155 |
|
|
2018
Q3 | $383K | Hold |
4,960
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $336K | Sell |
4,960
-2,008
| -29% | -$136K | 0.03% | 172 |
|
|
2018
Q1 | $501K | Hold |
6,968
| – | – | 0.06% | 158 |
|
|
2017
Q4 | $524K | Hold |
6,968
| – | – | 0.06% | 156 |
|
|
2017
Q3 | $538K | Hold |
6,968
| – | – | 0.06% | 152 |
|
|
2017
Q2 | $521K | Sell |
6,968
-1,945
| -22% | -$145K | 0.06% | 162 |
|
|
2017
Q1 | $593K | Buy |
8,913
+1,831
| +26% | +$122K | 0.06% | 172 |
|
|
2016
Q4 | $462K | Buy |
7,082
+114
| +2% | +$7.44K | 0.05% | 180 |
|
|
2016
Q3 | $4.93K | Sell |
6,968
-782
| -10% | -$553 | 0.06% | 159 |
|
|
2016
Q2 | $573K | Hold |
7,750
| – | – | 0.07% | 170 |
|
|
2016
Q1 | $503K | Hold |
7,750
| – | – | 0.06% | 166 |
|
|
2015
Q4 | $597K | Hold |
7,750
| – | – | 0.08% | 164 |
|
|
2015
Q3 | $633K | Hold |
7,750
| – | – | 0.08% | 155 |
|
|
2015
Q2 | $683K | Hold |
7,750
| – | – | 0.08% | 162 |
|
|
2015
Q1 | $685K | Hold |
7,750
| – | – | 0.08% | 165 |
|
|
2014
Q4 | $643K | Hold |
7,750
| – | – | 0.08% | 167 |
|
|
2014
Q3 | $654K | Hold |
7,750
| – | – | 0.08% | 170 |
|
|
2014
Q2 | $629K | Sell |
7,750
-116
| -1% | -$9.42K | 0.08% | 172 |
|
|
2014
Q1 | $599K | Hold |
7,866
| – | – | 0.07% | 177 |
|
|
2013
Q4 | $567K | Hold |
7,866
| – | – | 0.07% | 178 |
|
|
2013
Q3 | $541K | Hold |
7,866
| – | – | 0.08% | 180 |
|
|
2013
Q2 | $498K | Buy |
+7,866
| New | +$498K | 0.07% | 181 |
|