UMB Bank’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
5,919
-49
| -0.8% | -$5.93K | 0.01% | 366 |
|
|
2025
Q1 | $665K | Sell |
5,968
-1,451
| -20% | -$162K | 0.01% | 374 |
|
|
2024
Q4 | $722K | Sell |
7,419
-2,823
| -28% | -$275K | 0.01% | 361 |
|
|
2024
Q3 | $1.18M | Sell |
10,242
-50
| -0.5% | -$5.75K | 0.02% | 304 |
|
|
2024
Q2 | $1.1M | Sell |
10,292
-103
| -1% | -$11K | 0.02% | 311 |
|
|
2024
Q1 | $1.01M | Sell |
10,395
-496
| -5% | -$48K | 0.02% | 327 |
|
|
2023
Q4 | $1.1M | Sell |
10,891
-775
| -7% | -$78.3K | 0.02% | 316 |
|
|
2023
Q3 | $1.19M | Sell |
11,666
-560
| -5% | -$57K | 0.02% | 298 |
|
|
2023
Q2 | $1.23M | Sell |
12,226
-108
| -0.9% | -$10.9K | 0.02% | 308 |
|
|
2023
Q1 | $1.13M | Buy |
12,334
+883
| +8% | +$81.2K | 0.02% | 314 |
|
|
2022
Q4 | $1.04M | Sell |
11,451
-1,187
| -9% | -$108K | 0.02% | 332 |
|
|
2022
Q3 | $961K | Sell |
12,638
-182
| -1% | -$13.8K | 0.02% | 346 |
|
|
2022
Q2 | $1.08M | Sell |
12,820
-946
| -7% | -$80K | 0.02% | 354 |
|
|
2022
Q1 | $1.21M | Sell |
13,766
-41
| -0.3% | -$3.6K | 0.02% | 359 |
|
|
2021
Q4 | $1.21M | Buy |
+13,807
| New | +$1.21M | 0.02% | 371 |
|