Verity & Verity’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
+3,778
| New | +$457K | 0.04% | 101 |
|
|
2021
Q1 | – | Sell |
-3,173
| Closed | -$299K | – | 103 |
|
|
2020
Q4 | $299K | Sell |
3,173
-215
| -6% | -$20.3K | 0.06% | 88 |
|
|
2020
Q3 | $299K | Sell |
3,388
-63,824
| -95% | -$5.63M | 0.07% | 75 |
|
|
2020
Q2 | $5.79M | Sell |
67,212
-798
| -1% | -$68.7K | 1.38% | 38 |
|
|
2020
Q1 | $5.61M | Sell |
68,010
-5,077
| -7% | -$419K | 1.58% | 29 |
|
|
2019
Q4 | $6.92M | Sell |
73,087
-3,131
| -4% | -$296K | 1.34% | 31 |
|
|
2019
Q3 | $6.53M | Sell |
76,218
-1,165
| -2% | -$99.8K | 1.38% | 30 |
|
|
2019
Q2 | $7.07M | Sell |
77,383
-30,342
| -28% | -$2.77M | 1.54% | 26 |
|
|
2019
Q1 | $9.28M | Sell |
107,725
-13,174
| -11% | -$1.13M | 2.13% | 12 |
|
|
2018
Q4 | $9.3M | Buy |
120,899
+127
| +0.1% | +$9.77K | 2.49% | 7 |
|
|
2018
Q3 | $9.32M | Sell |
120,772
-1,802
| -1% | -$139K | 2.25% | 11 |
|
|
2018
Q2 | $8.3M | Buy |
122,574
+1,472
| +1% | +$99.6K | 2.15% | 13 |
|
|
2018
Q1 | $8.77M | Buy |
121,102
+1,051
| +0.9% | +$76.1K | 2.36% | 10 |
|
|
2017
Q4 | $9.03M | Buy |
120,051
+1,610
| +1% | +$121K | 2.43% | 11 |
|
|
2017
Q3 | $9.11M | Buy |
118,441
+955
| +0.8% | +$73.5K | 2.66% | 5 |
|
|
2017
Q2 | $8.79M | Buy |
117,486
+1,517
| +1% | +$113K | 2.7% | 5 |
|
|
2017
Q1 | $7.72M | Buy |
115,969
+7,007
| +6% | +$466K | 2.4% | 12 |
|
|
2016
Q4 | $7.11M | Buy |
108,962
+323
| +0.3% | +$21.1K | 2.47% | 9 |
|
|
2016
Q3 | $7.69M | Buy |
108,639
+3,354
| +3% | +$237K | 2.82% | 2 |
|
|
2016
Q2 | $7.78M | Buy |
105,285
+33,921
| +48% | +$2.51M | 2.99% | 2 |
|
|
2016
Q1 | $4.63M | Buy |
71,364
+20,719
| +41% | +$1.34M | 1.96% | 20 |
|
|
2015
Q4 | $3.91M | Buy |
50,645
+1,016
| +2% | +$78.3K | 1.77% | 26 |
|
|
2015
Q3 | $4.09M | Buy |
49,629
+806
| +2% | +$66.4K | 2% | 16 |
|
|
2015
Q2 | $4.3M | Sell |
48,823
-435
| -0.9% | -$38.3K | 2.08% | 19 |
|
|
2015
Q1 | $4.35M | Buy |
49,258
+1,171
| +2% | +$103K | 2% | 20 |
|
|
2014
Q4 | $3.99M | Buy |
48,087
+331
| +0.7% | +$27.5K | 1.89% | 26 |
|
|
2014
Q3 | $4.03M | Sell |
47,756
-424
| -0.9% | -$35.8K | 2.02% | 16 |
|
|
2014
Q2 | $3.91M | Buy |
48,180
+1,463
| +3% | +$119K | 2.01% | 21 |
|
|
2014
Q1 | $3.56M | Buy |
46,717
+988
| +2% | +$75.3K | 1.93% | 21 |
|
|
2013
Q4 | $3.29M | Sell |
45,729
-2,353
| -5% | -$169K | 1.82% | 25 |
|
|
2013
Q3 | $3.31M | Buy |
48,082
+299
| +0.6% | +$20.6K | 1.9% | 16 |
|
|
2013
Q2 | $3.03M | Buy |
+47,783
| New | +$3.03M | 1.85% | 16 |
|