Tompkins Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $71.8K | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $286K | Hold |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $231K | Hold |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | $171K | Buy |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $73K | Hold |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $69K | Buy |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $99K | Sell |
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|
2015
Q2 | $106K | Hold |
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|
2015
Q1 | $106K | Sell |
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|
2014
Q4 | $192K | Hold |
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|
2014
Q3 | $195K | Buy |
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|
2014
Q2 | $184K | Hold |
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|
2014
Q1 | $174K | Hold |
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|
2013
Q4 | $164K | Buy |
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|
2013
Q3 | $99K | Hold |
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|
2013
Q2 | $92K | Buy |
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