Stephens Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
6,317
-64
| -1% | -$7.75K | 0.01% | 702 |
|
|
2025
Q1 | $711K | Sell |
6,381
-103
| -2% | -$11.5K | 0.01% | 697 |
|
|
2024
Q4 | $631K | Buy |
6,484
+69
| +1% | +$6.71K | 0.01% | 753 |
|
|
2024
Q3 | $738K | Sell |
6,415
-642
| -9% | -$73.8K | 0.01% | 686 |
|
|
2024
Q2 | $751K | Buy |
7,057
+101
| +1% | +$10.8K | 0.01% | 667 |
|
|
2024
Q1 | $673K | Buy |
6,956
+81
| +1% | +$7.84K | 0.01% | 698 |
|
|
2023
Q4 | $694K | Sell |
6,875
-33
| -0.5% | -$3.33K | 0.01% | 636 |
|
|
2023
Q3 | $704K | Sell |
6,908
-393
| -5% | -$40K | 0.01% | 612 |
|
|
2023
Q2 | $737K | Sell |
7,301
-47
| -0.6% | -$4.74K | 0.01% | 626 |
|
|
2023
Q1 | $676K | Buy |
7,348
+658
| +10% | +$60.5K | 0.01% | 629 |
|
|
2022
Q4 | $607K | Sell |
6,690
-1,469
| -18% | -$133K | 0.01% | 634 |
|
|
2022
Q3 | $620K | Sell |
8,159
-766
| -9% | -$58.2K | 0.01% | 630 |
|
|
2022
Q2 | $754K | Sell |
8,925
-625
| -7% | -$52.8K | 0.02% | 596 |
|
|
2022
Q1 | $838K | Sell |
9,550
-2,682
| -22% | -$235K | 0.01% | 635 |
|
|
2021
Q4 | $1.07M | Sell |
12,232
-16,443
| -57% | -$1.44M | 0.02% | 612 |
|
|
2021
Q3 | $2.35M | Buy |
28,675
+4,510
| +19% | +$369K | 0.04% | 429 |
|
|
2021
Q2 | $2.21M | Buy |
24,165
+974
| +4% | +$88.9K | 0.03% | 456 |
|
|
2021
Q1 | $1.98M | Sell |
23,191
-5,258
| -18% | -$449K | 0.03% | 456 |
|
|
2020
Q4 | $2.69M | Buy |
28,449
+172
| +0.6% | +$16.2K | 0.05% | 364 |
|
|
2020
Q3 | $2.46M | Sell |
28,277
-2,926
| -9% | -$254K | 0.05% | 347 |
|
|
2020
Q2 | $2.73M | Buy |
31,203
+1,524
| +5% | +$133K | 0.06% | 324 |
|
|
2020
Q1 | $2.45M | Buy |
29,679
+4,604
| +18% | +$380K | 0.07% | 302 |
|
|
2019
Q4 | $2.37M | Sell |
25,075
-335
| -1% | -$31.7K | 0.05% | 363 |
|
|
2019
Q3 | $2.21M | Sell |
25,410
-344
| -1% | -$29.9K | 0.05% | 362 |
|
|
2019
Q2 | $2.35M | Sell |
25,754
-1,527
| -6% | -$139K | 0.05% | 367 |
|
|
2019
Q1 | $2.35M | Buy |
27,281
+1,997
| +8% | +$172K | 0.06% | 359 |
|
|
2018
Q4 | $1.94M | Buy |
25,284
+157
| +0.6% | +$12.1K | 0.06% | 364 |
|
|
2018
Q3 | $1.94M | Buy |
25,127
+2,950
| +13% | +$228K | 0.05% | 406 |
|
|
2018
Q2 | $1.5M | Buy |
+22,177
| New | +$1.5M | 0.05% | 390 |
|
|
2014
Q1 | – | Sell |
-9,966
| Closed | -$718K | – | 873 |
|
|
2013
Q4 | $718K | Sell |
9,966
-1,923
| -16% | -$139K | 0.04% | 410 |
|
|
2013
Q3 | $817K | Sell |
11,889
-1,330
| -10% | -$91.4K | 0.04% | 361 |
|
|
2013
Q2 | $838K | Buy |
+13,219
| New | +$838K | 0.05% | 325 |
|