SVB Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
4,625
-2,793
| -38% | -$338K | 0.03% | 288 |
|
|
2025
Q1 | $827K | Sell |
7,418
-1,513
| -17% | -$169K | 0.03% | 173 |
|
|
2024
Q4 | $869K | Buy |
+8,931
| New | +$869K | 0.02% | 350 |
|
|
2024
Q3 | – | Sell |
-11,345
| Closed | -$1.21M | – | 411 |
|
|
2024
Q2 | $1.21M | Sell |
11,345
-1,814
| -14% | -$193K | 0.03% | 283 |
|
|
2024
Q1 | $1.27M | Sell |
13,159
-2,946
| -18% | -$285K | 0.03% | 306 |
|
|
2023
Q4 | $1.63M | Buy |
16,105
+516
| +3% | +$52.1K | 0.04% | 268 |
|
|
2023
Q3 | $1.59M | Sell |
15,589
-42
| -0.3% | -$4.28K | 0.03% | 259 |
|
|
2023
Q2 | $1.58M | Sell |
15,631
-199
| -1% | -$20.1K | 0.03% | 268 |
|
|
2023
Q1 | $1.46M | Sell |
15,830
-592
| -4% | -$54.5K | 0.02% | 324 |
|
|
2022
Q4 | $1.49M | Sell |
16,422
-1,401
| -8% | -$127K | 0.02% | 327 |
|
|
2022
Q3 | $1.36M | Sell |
17,823
-210
| -1% | -$16K | 0.02% | 320 |
|
|
2022
Q2 | $1.52M | Buy |
18,033
+3,748
| +26% | +$317K | 0.02% | 249 |
|
|
2022
Q1 | $1.25M | Buy |
14,285
+1,841
| +15% | +$161K | 0.02% | 290 |
|
|
2021
Q4 | $1.09M | Sell |
12,444
-1,274
| -9% | -$111K | 0.02% | 299 |
|
|
2021
Q3 | $1.12M | Sell |
13,718
-420
| -3% | -$34.4K | 0.01% | 370 |
|
|
2021
Q2 | $1.29M | Sell |
14,138
-901
| -6% | -$82.3K | 0.02% | 335 |
|
|
2021
Q1 | $1.29M | Sell |
15,039
-57
| -0.4% | -$4.87K | 0.02% | 306 |
|
|
2020
Q4 | $1.43M | Buy |
15,096
+564
| +4% | +$53.3K | 0.02% | 273 |
|
|
2020
Q3 | $1.26M | Buy |
14,532
+3,941
| +37% | +$343K | 0.02% | 261 |
|
|
2020
Q2 | $925K | Sell |
10,591
-665
| -6% | -$58.1K | 0.02% | 278 |
|
|
2020
Q1 | $928K | Buy |
11,256
+1,717
| +18% | +$142K | 0.02% | 241 |
|
|
2019
Q4 | $904K | Buy |
9,539
+1,099
| +13% | +$104K | 0.02% | 318 |
|
|
2019
Q3 | $733K | Buy |
8,440
+48
| +0.6% | +$4.17K | 0.01% | 318 |
|
|
2019
Q2 | $766K | Sell |
8,392
-573
| -6% | -$52.3K | 0.03% | 320 |
|
|
2019
Q1 | $772K | Sell |
8,965
-1,722
| -16% | -$148K | 0.03% | 250 |
|
|
2018
Q4 | $821K | Sell |
10,687
-1,674
| -14% | -$129K | 0.04% | 235 |
|
|
2018
Q3 | $954K | Sell |
12,361
-1,350
| -10% | -$104K | 0.03% | 252 |
|
|
2018
Q2 | $929K | Sell |
13,711
-6,564
| -32% | -$445K | 0.04% | 256 |
|
|
2018
Q1 | $1.47M | Sell |
20,275
-2,144
| -10% | -$155K | 0.06% | 208 |
|
|
2017
Q4 | $1.69M | Sell |
22,419
-1,508
| -6% | -$113K | 0.06% | 201 |
|
|
2017
Q3 | $1.84M | Buy |
23,927
+1,973
| +9% | +$152K | 0.07% | 190 |
|
|
2017
Q2 | $1.64M | Sell |
21,954
-7,915
| -26% | -$592K | 0.06% | 204 |
|
|
2017
Q1 | $1.99M | Sell |
29,869
-4,590
| -13% | -$305K | 0.08% | 186 |
|
|
2016
Q4 | $2.25M | Sell |
34,459
-4,148
| -11% | -$271K | 0.09% | 176 |
|
|
2016
Q3 | $2.73M | Sell |
38,607
-4,808
| -11% | -$340K | 0.11% | 160 |
|
|
2016
Q2 | $3.21M | Sell |
43,415
-14,375
| -25% | -$1.06M | 0.13% | 150 |
|
|
2016
Q1 | $3.75M | Sell |
57,790
-6,254
| -10% | -$406K | 0.15% | 138 |
|
|
2015
Q4 | $4.94M | Sell |
64,044
-54,829
| -46% | -$4.23M | 0.19% | 121 |
|
|
2015
Q3 | $9.79M | Sell |
118,873
-15,496
| -12% | -$1.28M | 0.38% | 79 |
|
|
2015
Q2 | $11.8M | Sell |
134,369
-4,016
| -3% | -$354K | 0.39% | 77 |
|
|
2015
Q1 | $12.2M | Buy |
138,385
+21,558
| +18% | +$1.9M | 0.39% | 75 |
|
|
2014
Q4 | $9.7M | Buy |
+116,827
| New | +$9.7M | 0.31% | 90 |
|