Texas Yale Capital Corp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $478K | Hold |
3,952
| – | – | 0.02% | 347 |
|
2025
Q1 | $441K | Hold |
3,952
| – | – | 0.02% | 345 |
|
2024
Q4 | $385K | Buy |
3,952
+290
| +8% | +$28.2K | 0.02% | 355 |
|
2024
Q3 | $421K | Buy |
3,662
+100
| +3% | +$11.5K | 0.02% | 350 |
|
2024
Q2 | $379K | Buy |
3,562
+100
| +3% | +$10.6K | 0.02% | 347 |
|
2024
Q1 | $335K | Hold |
3,462
| – | – | 0.01% | 361 |
|
2023
Q4 | $350K | Buy |
3,462
+10
| +0.3% | +$1.01K | 0.02% | 352 |
|
2023
Q3 | $352K | Buy |
3,452
+810
| +31% | +$82.5K | 0.02% | 341 |
|
2023
Q2 | $267K | Sell |
2,642
-23
| -0.9% | -$2.32K | 0.01% | 384 |
|
2023
Q1 | $245K | Sell |
2,665
-1,180
| -31% | -$109K | 0.01% | 399 |
|
2022
Q4 | $349K | Hold |
3,845
| – | – | 0.02% | 359 |
|
2022
Q3 | $292K | Hold |
3,845
| – | – | 0.02% | 368 |
|
2022
Q2 | $325K | Hold |
3,845
| – | – | 0.02% | 351 |
|
2022
Q1 | $337K | Hold |
3,845
| – | – | 0.02% | 362 |
|
2021
Q4 | $336K | Hold |
3,845
| – | – | 0.02% | 363 |
|
2021
Q3 | $314K | Hold |
3,845
| – | – | 0.02% | 365 |
|
2021
Q2 | $351K | Hold |
3,845
| – | – | 0.02% | 356 |
|
2021
Q1 | $329K | Sell |
3,845
-2,350
| -38% | -$201K | 0.02% | 358 |
|
2020
Q4 | $585K | Hold |
6,195
| – | – | 0.04% | 292 |
|
2020
Q3 | $539K | Hold |
6,195
| – | – | 0.04% | 289 |
|
2020
Q2 | $541K | Buy |
6,195
+1,853
| +43% | +$162K | 0.04% | 281 |
|
2020
Q1 | $358K | Hold |
4,342
| – | – | 0.04% | 305 |
|
2019
Q4 | $411K | Hold |
4,342
| – | – | 0.03% | 349 |
|
2019
Q3 | $377K | Hold |
4,342
| – | – | 0.03% | 355 |
|
2019
Q2 | $396K | Sell |
4,342
-5,349
| -55% | -$488K | 0.03% | 358 |
|
2019
Q1 | $834K | Buy |
9,691
+4,845
| +100% | +$417K | 0.03% | 342 |
|
2018
Q4 | $373K | Hold |
4,846
| – | – | 0.03% | 337 |
|
2018
Q3 | $374K | Hold |
4,846
| – | – | 0.03% | 357 |
|
2018
Q2 | $328K | Hold |
4,846
| – | – | 0.03% | 370 |
|
2018
Q1 | $351K | Hold |
4,846
| – | – | 0.03% | 364 |
|
2017
Q4 | $365K | Buy |
4,846
+218
| +5% | +$16.4K | 0.03% | 359 |
|
2017
Q3 | $356K | Hold |
4,628
| – | – | 0.03% | 362 |
|
2017
Q2 | $346K | Hold |
4,628
| – | – | 0.03% | 362 |
|
2017
Q1 | $308K | Hold |
4,628
| – | – | 0.03% | 378 |
|
2016
Q4 | $302K | Sell |
4,628
-3,739
| -45% | -$244K | 0.03% | 373 |
|
2016
Q3 | $592K | Hold |
8,367
| – | – | 0.06% | 275 |
|
2016
Q2 | $619K | Buy |
8,367
+2,867
| +52% | +$212K | 0.06% | 267 |
|
2016
Q1 | $357K | Hold |
5,500
| – | – | 0.04% | 345 |
|
2015
Q4 | $424K | Hold |
5,500
| – | – | 0.04% | 326 |
|
2015
Q3 | $453K | Hold |
5,500
| – | – | 0.04% | 320 |
|
2015
Q2 | $485K | Hold |
5,500
| – | – | 0.04% | 336 |
|
2015
Q1 | $486K | Sell |
5,500
-5,400
| -50% | -$477K | 0.04% | 344 |
|
2014
Q4 | $905K | Buy |
10,900
+481
| +5% | +$39.9K | 0.08% | 213 |
|
2014
Q3 | $879K | Buy |
10,419
+5,400
| +108% | +$456K | 0.08% | 181 |
|
2014
Q2 | $407K | Hold |
5,019
| – | – | 0.05% | 275 |
|
2014
Q1 | $382K | Hold |
5,019
| – | – | 0.05% | 273 |
|
2013
Q4 | $361K | Hold |
5,019
| – | – | 0.06% | 226 |
|
2013
Q3 | $345K | Buy |
+5,019
| New | +$345K | 0.06% | 227 |
|