Violich Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Hold |
4,397
| – | – | 0.07% | 69 |
|
|
2025
Q1 | $490K | Hold |
4,397
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $428K | Sell |
4,397
-15
| -0.3% | -$1.46K | 0.06% | 77 |
|
|
2024
Q3 | $507K | Hold |
4,412
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $470K | Hold |
4,412
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $427K | Buy |
4,412
+162
| +4% | +$15.7K | 0.06% | 87 |
|
|
2023
Q4 | $429K | Hold |
4,250
| – | – | 0.07% | 79 |
|
|
2023
Q3 | $433K | Hold |
4,250
| – | – | 0.07% | 81 |
|
|
2023
Q2 | $429K | Hold |
4,250
| – | – | 0.07% | 82 |
|
|
2023
Q1 | $391K | Hold |
4,250
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $386K | Hold |
4,250
| – | – | 0.07% | 82 |
|
|
2022
Q3 | $323K | Sell |
4,250
-400
| -9% | -$30.4K | 0.06% | 85 |
|
|
2022
Q2 | $393K | Hold |
4,650
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $408K | Sell |
4,650
-90
| -2% | -$7.9K | 0.06% | 81 |
|
|
2021
Q4 | $415K | Hold |
4,740
| – | – | 0.06% | 84 |
|
|
2021
Q3 | $388K | Buy |
4,740
+800
| +20% | +$65.5K | 0.06% | 91 |
|
|
2021
Q2 | $359K | Sell |
3,940
-800
| -17% | -$72.9K | 0.06% | 90 |
|
|
2021
Q1 | $405K | Hold |
4,740
| – | – | 0.07% | 84 |
|
|
2020
Q4 | $448K | Hold |
4,740
| – | – | 0.09% | 75 |
|
|
2020
Q3 | $412K | Sell |
4,740
-3,156
| -40% | -$274K | 0.09% | 74 |
|
|
2020
Q2 | $690K | Buy |
7,896
+156
| +2% | +$13.6K | 0.15% | 69 |
|
|
2020
Q1 | $638K | Buy |
7,740
+300
| +4% | +$24.7K | 0.17% | 68 |
|
|
2019
Q4 | $704K | Hold |
7,440
| – | – | 0.15% | 75 |
|
|
2019
Q3 | $647K | Hold |
7,440
| – | – | 0.16% | 76 |
|
|
2019
Q2 | $679K | Sell |
7,440
-863
| -10% | -$78.8K | 0.17% | 73 |
|
|
2019
Q1 | $715K | Hold |
8,303
| – | – | 0.18% | 71 |
|
|
2018
Q4 | $638K | Buy |
8,303
+279
| +3% | +$21.4K | 0.18% | 72 |
|
|
2018
Q3 | $619K | Sell |
8,024
-469
| -6% | -$36.2K | 0.14% | 77 |
|
|
2018
Q2 | $575K | Sell |
8,493
-100
| -1% | -$6.77K | 0.14% | 78 |
|
|
2018
Q1 | $623K | Hold |
8,593
| – | – | 0.17% | 75 |
|
|
2017
Q4 | $646K | Hold |
8,593
| – | – | 0.16% | 72 |
|
|
2017
Q3 | $661K | Sell |
8,593
-112
| -1% | -$8.62K | 0.18% | 64 |
|
|
2017
Q2 | $651K | Hold |
8,705
| – | – | 0.19% | 67 |
|
|
2017
Q1 | $579K | Sell |
8,705
-226
| -3% | -$15K | 0.18% | 70 |
|
|
2016
Q4 | $601K | Hold |
8,931
| – | – | 0.18% | 68 |
|
|
2016
Q3 | $632K | Hold |
8,931
| – | – | 0.22% | 64 |
|
|
2016
Q2 | $660K | Buy |
8,931
+67
| +0.8% | +$4.95K | 0.21% | 59 |
|
|
2016
Q1 | $575K | Buy |
8,864
+502
| +6% | +$32.6K | 0.18% | 64 |
|
|
2015
Q4 | $645K | Sell |
8,362
-112
| -1% | -$8.64K | 0.21% | 60 |
|
|
2015
Q3 | $698K | Hold |
8,474
| – | – | 0.24% | 56 |
|
|
2015
Q2 | $747K | Hold |
8,474
| – | – | 0.24% | 60 |
|
|
2015
Q1 | $749K | Hold |
8,474
| – | – | 0.24% | 58 |
|
|
2014
Q4 | $704K | Sell |
8,474
-335
| -4% | -$27.8K | 0.22% | 60 |
|
|
2014
Q3 | $743K | Sell |
8,809
-3,792
| -30% | -$320K | 0.24% | 59 |
|
|
2014
Q2 | $1.02M | Sell |
12,601
-446
| -3% | -$36.2K | 0.34% | 52 |
|
|
2014
Q1 | $994K | Sell |
13,047
-200
| -2% | -$15.2K | 0.35% | 47 |
|
|
2013
Q4 | $954K | Hold |
13,247
| – | – | 0.34% | 46 |
|
|
2013
Q3 | $911K | Sell |
13,247
-112
| -0.8% | -$7.7K | 0.36% | 46 |
|
|
2013
Q2 | $846K | Buy |
+13,359
| New | +$846K | 0.34% | 48 |
|