Tompkins 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 | $219K | Sell |
1,810
-1,100
| -38% | -$133K | 0.02% | 178 |
|
|
2025
Q1 | $324K | Hold |
2,910
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $283K | Hold |
2,910
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $335K | Hold |
2,910
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $310K | Sell |
2,910
-63
| -2% | -$6.71K | 0.03% | 156 |
|
|
2024
Q1 | $288K | Buy |
2,973
+663
| +29% | +$64.1K | 0.03% | 163 |
|
|
2023
Q4 | $233K | Hold |
2,310
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $235K | Hold |
2,310
| – | – | 0.04% | 154 |
|
|
2023
Q2 | $233K | Sell |
2,310
-334
| -13% | -$33.7K | 0.04% | 163 |
|
|
2023
Q1 | $243K | Sell |
2,644
-50
| -2% | -$4.6K | 0.04% | 157 |
|
|
2022
Q4 | $244K | Hold |
2,694
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $205K | Hold |
2,694
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $228K | Sell |
2,694
-465
| -15% | -$39.4K | 0.04% | 168 |
|
|
2022
Q1 | $278K | Buy |
3,159
+560
| +22% | +$49.3K | 0.04% | 165 |
|
|
2021
Q4 | $227K | Hold |
2,599
| – | – | 0.04% | 128 |
|
|
2021
Q3 | $213K | Buy |
+2,599
| New | +$213K | 0.04% | 130 |
|
|
2021
Q1 | $272K | Sell |
3,185
-139
| -4% | -$11.9K | 0.05% | 122 |
|
|
2020
Q4 | $314K | Buy |
3,324
+39
| +1% | +$3.68K | 0.06% | 118 |
|
|
2020
Q3 | $286K | Hold |
3,285
| – | – | 0.06% | 132 |
|
|
2020
Q2 | $287K | Hold |
3,285
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $271K | Sell |
3,285
-25
| -0.8% | -$2.06K | 0.06% | 131 |
|
|
2019
Q4 | $313K | Buy |
3,310
+1,100
| +50% | +$104K | 0.06% | 140 |
|
|
2019
Q3 | $192K | Hold |
2,210
| – | – | 0.04% | 153 |
|
|
2019
Q2 | $202K | Sell |
2,210
-284
| -11% | -$26K | 0.04% | 152 |
|
|
2019
Q1 | $215K | Sell |
2,494
-502
| -17% | -$43.3K | 0.04% | 154 |
|
|
2018
Q4 | $230K | Hold |
2,996
| – | – | 0.05% | 151 |
|
|
2018
Q3 | $231K | Hold |
2,996
| – | – | 0.05% | 162 |
|
|
2018
Q2 | $203K | Buy |
2,996
+641
| +27% | +$43.4K | 0.04% | 168 |
|
|
2018
Q1 | $171K | Buy |
2,355
+2,048
| +667% | +$149K | 0.04% | 175 |
|
|
2017
Q4 | $23K | Sell |
307
-673
| -69% | -$50.4K | 0.01% | 282 |
|
|
2017
Q3 | $75K | Hold |
980
| – | – | 0.02% | 198 |
|
|
2017
Q2 | $73K | Hold |
980
| – | – | 0.02% | 194 |
|
|
2017
Q1 | $65K | Hold |
980
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $64K | Hold |
980
| – | – | 0.02% | 195 |
|
|
2016
Q3 | $69K | Buy |
980
+33
| +3% | +$2.32K | 0.02% | 189 |
|
|
2016
Q2 | $70K | Hold |
947
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $61K | Sell |
947
-252
| -21% | -$16.2K | 0.02% | 223 |
|
|
2015
Q4 | $93K | Hold |
1,199
| – | – | 0.03% | 207 |
|
|
2015
Q3 | $99K | Sell |
1,199
-2
| -0.2% | -$165 | 0.03% | 191 |
|
|
2015
Q2 | $106K | Hold |
1,201
| – | – | 0.03% | 191 |
|
|
2015
Q1 | $106K | Sell |
1,201
-1,110
| -48% | -$98K | 0.03% | 199 |
|
|
2014
Q4 | $192K | Hold |
2,311
| – | – | 0.05% | 160 |
|
|
2014
Q3 | $195K | Buy |
2,311
+39
| +2% | +$3.29K | 0.05% | 158 |
|
|
2014
Q2 | $184K | Hold |
2,272
| – | – | 0.05% | 163 |
|
|
2014
Q1 | $174K | Hold |
2,272
| – | – | 0.04% | 164 |
|
|
2013
Q4 | $164K | Buy |
2,272
+827
| +57% | +$59.7K | 0.04% | 166 |
|
|
2013
Q3 | $99K | Hold |
1,445
| – | – | 0.03% | 186 |
|
|
2013
Q2 | $92K | Buy |
+1,445
| New | +$92K | 0.03% | 184 |
|