Summit Global Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
5,866
-7,255
| -55% | -$878K | 0.04% | 256 |
|
|
2025
Q1 | $1.46M | Sell |
13,121
-23,033
| -64% | -$2.57M | 0.11% | 117 |
|
|
2024
Q4 | $3.52M | Buy |
+36,154
| New | +$3.52M | 0.22% | 94 |
|
|
2024
Q1 | – | Sell |
-23,873
| Closed | -$2.41M | – | 573 |
|
|
2023
Q4 | $2.41M | Sell |
23,873
-11,726
| -33% | -$1.18M | 0.16% | 112 |
|
|
2023
Q3 | $3.63M | Buy |
35,599
+3,960
| +13% | +$403K | 0.24% | 86 |
|
|
2023
Q2 | $3.19M | Buy |
31,639
+1,186
| +4% | +$120K | 0.21% | 106 |
|
|
2023
Q1 | $2.8M | Buy |
30,453
+183
| +0.6% | +$16.8K | 0.22% | 110 |
|
|
2022
Q4 | $2.75M | Buy |
30,270
+1,835
| +6% | +$166K | 0.23% | 112 |
|
|
2022
Q3 | $2.16M | Buy |
28,435
+11,586
| +69% | +$881K | 0.2% | 121 |
|
|
2022
Q2 | $1.42M | Sell |
16,849
-736
| -4% | -$62.2K | 0.13% | 170 |
|
|
2022
Q1 | $1.54M | Sell |
17,585
-44
| -0.2% | -$3.86K | 0.11% | 176 |
|
|
2021
Q4 | $1.54M | Buy |
17,629
+56
| +0.3% | +$4.9K | 0.1% | 177 |
|
|
2021
Q3 | $1.44M | Buy |
17,573
+4,711
| +37% | +$385K | 0.11% | 159 |
|
|
2021
Q2 | $1.17M | Sell |
12,862
-651
| -5% | -$59.4K | 0.07% | 207 |
|
|
2021
Q1 | $1.16M | Buy |
13,513
+1,331
| +11% | +$114K | 0.07% | 177 |
|
|
2020
Q4 | $1.15M | Buy |
12,182
+2,440
| +25% | +$230K | 0.11% | 139 |
|
|
2020
Q3 | $847K | Buy |
9,742
+767
| +9% | +$66.7K | 0.09% | 149 |
|
|
2020
Q2 | $784K | Buy |
8,975
+1,732
| +24% | +$151K | 0.09% | 144 |
|
|
2020
Q1 | $597K | Sell |
7,243
-1,857
| -20% | -$153K | 0.09% | 152 |
|
|
2019
Q4 | $862K | Buy |
9,100
+1,290
| +17% | +$122K | 0.09% | 185 |
|
|
2019
Q3 | $679K | Sell |
7,810
-740
| -9% | -$64.3K | 0.08% | 253 |
|
|
2019
Q2 | $781K | Buy |
+8,550
| New | +$781K | 0.1% | 140 |
|
|
2017
Q2 | – | Sell |
-7,332
| Closed | -$488K | – | 270 |
|
|
2017
Q1 | $488K | Buy |
+7,332
| New | +$488K | 0.16% | 129 |
|