Stifel Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
243,345
+11,488
| +5% | +$1.39M | 0.03% | 474 |
|
|
2025
Q1 | $25.8M | Buy |
231,857
+10,461
| +5% | +$1.17M | 0.03% | 483 |
|
|
2024
Q4 | $21.5M | Buy |
221,396
+2,369
| +1% | +$231K | 0.02% | 546 |
|
|
2024
Q3 | $25.2M | Buy |
219,027
+8,284
| +4% | +$953K | 0.03% | 494 |
|
|
2024
Q2 | $22.4M | Sell |
210,743
-48,627
| -19% | -$5.18M | 0.03% | 502 |
|
|
2024
Q1 | $25.1M | Buy |
259,370
+9,060
| +4% | +$876K | 0.03% | 465 |
|
|
2023
Q4 | $25.3M | Sell |
250,310
-1,371
| -0.5% | -$138K | 0.03% | 426 |
|
|
2023
Q3 | $25.6M | Buy |
251,681
+5,468
| +2% | +$557K | 0.04% | 401 |
|
|
2023
Q2 | $24.8M | Sell |
246,213
-20,346
| -8% | -$2.05M | 0.03% | 402 |
|
|
2023
Q1 | $24.5M | Buy |
266,559
+6,927
| +3% | +$637K | 0.04% | 406 |
|
|
2022
Q4 | $23.6M | Sell |
259,632
-25,139
| -9% | -$2.28M | 0.04% | 405 |
|
|
2022
Q3 | $21.6M | Sell |
284,771
-77,145
| -21% | -$5.86M | 0.04% | 413 |
|
|
2022
Q2 | $30.6M | Sell |
361,916
-12,349
| -3% | -$1.04M | 0.05% | 332 |
|
|
2022
Q1 | $32.8M | Buy |
374,265
+28,574
| +8% | +$2.51M | 0.04% | 349 |
|
|
2021
Q4 | $30.2M | Sell |
345,691
-17,392
| -5% | -$1.52M | 0.04% | 376 |
|
|
2021
Q3 | $29.7M | Buy |
363,083
+35,711
| +11% | +$2.92M | 0.04% | 353 |
|
|
2021
Q2 | $29.9M | Sell |
327,372
-6,736
| -2% | -$615K | 0.04% | 342 |
|
|
2021
Q1 | $28.6M | Sell |
334,108
-64,271
| -16% | -$5.49M | 0.05% | 333 |
|
|
2020
Q4 | $37.6M | Buy |
398,379
+338
| +0.1% | +$31.9K | 0.07% | 261 |
|
|
2020
Q3 | $34.6M | Buy |
398,041
+10,252
| +3% | +$891K | 0.07% | 251 |
|
|
2020
Q2 | $33.9M | Sell |
387,789
-29,560
| -7% | -$2.58M | 0.08% | 233 |
|
|
2020
Q1 | $34.3M | Sell |
417,349
-53,601
| -11% | -$4.41M | 0.09% | 207 |
|
|
2019
Q4 | $44.6M | Buy |
470,950
+86,866
| +23% | +$8.22M | 0.09% | 215 |
|
|
2019
Q3 | $33.4M | Sell |
384,084
-69,208
| -15% | -$6.02M | 0.09% | 236 |
|
|
2019
Q2 | $41.3M | Buy |
453,292
+44,720
| +11% | +$4.08M | 0.11% | 200 |
|
|
2019
Q1 | $35.2M | Sell |
408,572
-4,909
| -1% | -$423K | 0.1% | 213 |
|
|
2018
Q4 | $31.8M | Buy |
413,481
+80,278
| +24% | +$6.17M | 0.1% | 208 |
|
|
2018
Q3 | $25.7M | Sell |
333,203
-5,678
| -2% | -$439K | 0.07% | 262 |
|
|
2018
Q2 | $23M | Buy |
338,881
+25,697
| +8% | +$1.74M | 0.07% | 277 |
|
|
2018
Q1 | $22.7M | Buy |
313,184
+4,867
| +2% | +$352K | 0.07% | 277 |
|
|
2017
Q4 | $23.2M | Buy |
308,317
+6,717
| +2% | +$505K | 0.07% | 275 |
|
|
2017
Q3 | $23.2M | Buy |
301,600
+16,326
| +6% | +$1.26M | 0.08% | 250 |
|
|
2017
Q2 | $21.4M | Sell |
285,274
-50,932
| -15% | -$3.81M | 0.08% | 258 |
|
|
2017
Q1 | $22.3M | Buy |
336,206
+22,607
| +7% | +$1.5M | 0.09% | 239 |
|
|
2016
Q4 | $20.5M | Buy |
313,599
+54,251
| +21% | +$3.54M | 0.09% | 244 |
|
|
2016
Q3 | $18.4M | Sell |
259,348
-28,882
| -10% | -$2.05M | 0.08% | 257 |
|
|
2016
Q2 | $21.3M | Buy |
288,230
+17,140
| +6% | +$1.27M | 0.1% | 221 |
|
|
2016
Q1 | $17.6M | Sell |
271,090
-14,315
| -5% | -$929K | 0.09% | 231 |
|
|
2015
Q4 | $22M | Buy |
285,405
+17,626
| +7% | +$1.36M | 0.11% | 197 |
|
|
2015
Q3 | $22.1M | Sell |
267,779
-6,354
| -2% | -$523K | 0.12% | 191 |
|
|
2015
Q2 | $24M | Buy |
274,133
+10,851
| +4% | +$950K | 0.12% | 189 |
|
|
2015
Q1 | $23.3M | Buy |
263,282
+6,970
| +3% | +$616K | 0.13% | 190 |
|
|
2014
Q4 | $21.3M | Buy |
256,312
+78,081
| +44% | +$6.49M | 0.12% | 216 |
|
|
2014
Q3 | $15M | Buy |
178,231
+23,797
| +15% | +$2.01M | 0.13% | 191 |
|
|
2014
Q2 | $12.5M | Sell |
154,434
-2,117
| -1% | -$172K | 0.11% | 243 |
|
|
2014
Q1 | $11.9M | Buy |
+156,551
| New | +$11.9M | 0.11% | 245 |
|