VNA
Valley National Advisers’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
8,033
-809
| -9% | -$97.9K | 0.16% | 130 |
|
|
2025
Q1 | $984K | Sell |
8,842
-310
| -3% | -$34.5K | 0.18% | 129 |
|
|
2024
Q4 | $889K | Sell |
9,152
-685
| -7% | -$66.5K | 0.16% | 127 |
|
|
2024
Q3 | $1.13M | Sell |
9,837
-6,957
| -41% | -$799K | 0.2% | 123 |
|
|
2024
Q2 | $1.79M | Sell |
16,794
-351
| -2% | -$37.3K | 0.27% | 81 |
|
|
2024
Q1 | $1.66M | Sell |
17,145
-304
| -2% | -$29.4K | 0.25% | 81 |
|
|
2023
Q4 | $1.76M | Sell |
17,449
-700
| -4% | -$70.6K | 0.28% | 77 |
|
|
2023
Q3 | $1.85M | Sell |
18,149
-1,118
| -6% | -$114K | 0.32% | 67 |
|
|
2023
Q2 | $1.95M | Sell |
19,267
-1,009
| -5% | -$102K | 0.33% | 62 |
|
|
2023
Q1 | $2.04M | Sell |
20,276
-484
| -2% | -$48.7K | 0.36% | 61 |
|
|
2022
Q4 | $1.88M | Sell |
20,760
-419
| -2% | -$37.9K | 0.34% | 69 |
|
|
2022
Q3 | $1.64M | Sell |
21,179
-166
| -0.8% | -$12.9K | 0.34% | 68 |
|
|
2022
Q2 | $1.8M | Buy |
21,345
+201
| +1% | +$17K | 0.38% | 60 |
|
|
2022
Q1 | $1.86M | Sell |
21,144
-65
| -0.3% | -$5.7K | 0.36% | 65 |
|
|
2021
Q4 | $1.86M | Sell |
21,209
-374
| -2% | -$32.7K | 0.34% | 78 |
|
|
2021
Q3 | $1.77M | Sell |
21,583
-95
| -0.4% | -$7.77K | 0.32% | 86 |
|
|
2021
Q2 | $1.98M | Sell |
21,678
-165
| -0.8% | -$15.1K | 0.36% | 73 |
|
|
2021
Q1 | $1.87M | Sell |
21,843
-367
| -2% | -$31.4K | 0.36% | 70 |
|
|
2020
Q4 | $2.1M | Sell |
22,210
-575
| -3% | -$54.3K | 0.44% | 40 |
|
|
2020
Q3 | $1.98M | Sell |
22,785
-1,065
| -4% | -$92.6K | 0.45% | 36 |
|
|
2020
Q2 | $2.08M | Sell |
23,850
-1,094
| -4% | -$95.5K | 0.48% | 38 |
|
|
2020
Q1 | $2.06M | Sell |
24,944
-1,651
| -6% | -$136K | 0.57% | 37 |
|
|
2019
Q4 | $2.52M | Sell |
26,595
-7
| -0% | -$663 | 0.63% | 37 |
|
|
2019
Q3 | $2.31M | Sell |
26,602
-97
| -0.4% | -$8.43K | 0.63% | 37 |
|
|
2019
Q2 | $2.44M | Sell |
26,699
-480
| -2% | -$43.8K | 0.67% | 39 |
|
|
2019
Q1 | $2.61M | Sell |
27,179
-1,754
| -6% | -$169K | 0.75% | 35 |
|
|
2018
Q4 | $2.48M | Sell |
28,933
-302
| -1% | -$25.9K | 0.81% | 35 |
|
|
2018
Q3 | $2.52M | Sell |
29,235
-222
| -0.8% | -$19.1K | 0.87% | 33 |
|
|
2018
Q2 | $2.23M | Sell |
29,457
-423
| -1% | -$32K | 0.85% | 35 |
|
|
2018
Q1 | $2.42M | Sell |
29,880
-182
| -0.6% | -$14.7K | 0.9% | 29 |
|
|
2017
Q4 | $2.52M | Sell |
30,062
-577
| -2% | -$48.4K | 0.88% | 27 |
|
|
2017
Q3 | $2.63M | Sell |
30,639
-1,820
| -6% | -$156K | 0.9% | 19 |
|
|
2017
Q2 | $2.71M | Sell |
32,459
-2,904
| -8% | -$242K | 0.97% | 19 |
|
|
2017
Q1 | $2.63M | Sell |
35,363
-5,440
| -13% | -$404K | 1% | 20 |
|
|
2016
Q4 | $2.97M | Sell |
40,803
-2,908
| -7% | -$212K | 1.37% | 21 |
|
|
2016
Q3 | $3.45M | Buy |
43,711
+20,102
| +85% | +$1.59M | 1.78% | 14 |
|
|
2016
Q2 | $1.95M | Buy |
23,609
+5,457
| +30% | +$450K | 1.01% | 29 |
|
|
2016
Q1 | $1.32M | Sell |
18,152
-25
| -0.1% | -$1.81K | 0.71% | 43 |
|
|
2015
Q4 | $1.56M | Buy |
18,177
+1,069
| +6% | +$92K | 0.92% | 32 |
|
|
2015
Q3 | $1.57M | Sell |
17,108
-207
| -1% | -$19K | 0.95% | 31 |
|
|
2015
Q2 | $1.7M | Sell |
17,315
-280
| -2% | -$27.5K | 0.96% | 31 |
|
|
2015
Q1 | $1.74M | Sell |
17,595
-211
| -1% | -$20.8K | 1.02% | 29 |
|
|
2014
Q4 | $1.43M | Buy |
+17,806
| New | +$1.43M | 1.08% | 29 |
|