WG
Welch Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
9,466
+20
| +0.2% | +$2.42K | 0.05% | 98 |
|
|
2025
Q1 | $1.06M | Sell |
9,446
-12
| -0.1% | -$1.35K | 0.05% | 95 |
|
|
2024
Q4 | $921K | Sell |
9,458
-384
| -4% | -$37.4K | 0.04% | 104 |
|
|
2024
Q3 | $1.13M | Sell |
9,842
-384
| -4% | -$44.2K | 0.05% | 93 |
|
|
2024
Q2 | $1.09M | Hold |
10,226
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $989K | Sell |
10,226
-556
| -5% | -$53.8K | 0.05% | 88 |
|
|
2023
Q4 | $1.09M | Sell |
10,782
-123
| -1% | -$12.4K | 0.06% | 84 |
|
|
2023
Q3 | $1.11M | Sell |
10,905
-888
| -8% | -$90.5K | 0.07% | 77 |
|
|
2023
Q2 | $1.19M | Hold |
11,793
| – | – | 0.07% | 74 |
|
|
2023
Q1 | $1.08M | Sell |
11,793
-1,316
| -10% | -$121K | 0.06% | 76 |
|
|
2022
Q4 | $1.19M | Sell |
13,109
-448
| -3% | -$40.6K | 0.07% | 81 |
|
|
2022
Q3 | $1.03M | Hold |
13,557
| – | – | 0.07% | 74 |
|
|
2022
Q2 | $1.15M | Sell |
13,557
-1,384
| -9% | -$117K | 0.07% | 74 |
|
|
2022
Q1 | $1.31M | Sell |
14,941
-1,664
| -10% | -$146K | 0.07% | 76 |
|
|
2021
Q4 | $1.45M | Sell |
16,605
-8,571
| -34% | -$749K | 0.08% | 77 |
|
|
2021
Q3 | $2.06M | Sell |
25,176
-354,635
| -93% | -$29M | 0.14% | 66 |
|
|
2021
Q2 | $34.7M | Buy |
379,811
+16,047
| +4% | +$1.46M | 2.36% | 26 |
|
|
2021
Q1 | $31.1M | Buy |
363,764
+4,124
| +1% | +$353K | 2.24% | 29 |
|
|
2020
Q4 | $34M | Buy |
359,640
+4,726
| +1% | +$446K | 2.72% | 17 |
|
|
2020
Q3 | $30.9M | Buy |
354,914
+9,485
| +3% | +$825K | 2.7% | 20 |
|
|
2020
Q2 | $30.2M | Buy |
345,429
+2,911
| +0.8% | +$254K | 2.82% | 17 |
|
|
2020
Q1 | $28.2M | Buy |
342,518
+15,040
| +5% | +$1.24M | 3.01% | 15 |
|
|
2019
Q4 | $31M | Buy |
327,478
+3,118
| +1% | +$295K | 3.05% | 14 |
|
|
2019
Q3 | $28.2M | Sell |
324,360
-7,608
| -2% | -$661K | 2.9% | 20 |
|
|
2019
Q2 | $30.3M | Buy |
331,968
+38,068
| +13% | +$3.48M | 3.23% | 9 |
|
|
2019
Q1 | $28.3M | Sell |
293,900
-1,747
| -0.6% | -$168K | 3.11% | 13 |
|
|
2018
Q4 | $25.4M | Buy |
295,647
+3,442
| +1% | +$295K | 3.11% | 12 |
|
|
2018
Q3 | $25.2K | Buy |
292,205
+7,816
| +3% | +$673 | 2.62% | 20 |
|
|
2018
Q2 | $21.5M | Buy |
284,389
+9,801
| +4% | +$740K | 2.68% | 25 |
|
|
2018
Q1 | $22.2M | Buy |
274,588
+70,401
| +34% | +$5.69M | 2.81% | 22 |
|
|
2017
Q4 | $17.1M | Sell |
204,187
-2,698
| -1% | -$227K | 2.66% | 23 |
|
|
2017
Q3 | $17.8M | Buy |
206,885
+755
| +0.4% | +$64.8K | 2.97% | 12 |
|
|
2017
Q2 | $17.2M | Buy |
206,130
+16,567
| +9% | +$1.38M | 2.87% | 15 |
|
|
2017
Q1 | $14.1M | Buy |
189,563
+21,607
| +13% | +$1.6M | 2.65% | 27 |
|
|
2016
Q4 | $12.2M | Sell |
167,956
-1,367
| -0.8% | -$99.6K | 2.39% | 28 |
|
|
2016
Q3 | $13.4M | Buy |
169,323
+10,985
| +7% | +$867K | 2.66% | 27 |
|
|
2016
Q2 | $13.1M | Sell |
158,338
-28,018
| -15% | -$2.31M | 2.66% | 27 |
|
|
2016
Q1 | $13.5M | Buy |
186,356
+17,749
| +11% | +$1.29M | 2.25% | 28 |
|
|
2015
Q4 | $14.5M | Buy |
168,607
+3,691
| +2% | +$318K | 2.6% | 23 |
|
|
2015
Q3 | $15.2M | Buy |
164,916
+4,012
| +2% | +$369K | 2.93% | 17 |
|
|
2015
Q2 | $15.8M | Sell |
160,904
-706
| -0.4% | -$69.4K | 3% | 9 |
|
|
2015
Q1 | $15.9K | Buy |
161,610
+2,147
| +1% | +$212 | 2.93% | 10 |
|
|
2014
Q4 | $14.8M | Buy |
159,463
+2,869
| +2% | +$266K | 2.85% | 18 |
|
|
2014
Q3 | $14.7M | Buy |
156,594
+999
| +0.6% | +$94K | 3.05% | 9 |
|
|
2014
Q2 | $14.1M | Buy |
155,595
+778
| +0.5% | +$70.4K | 2.92% | 11 |
|
|
2014
Q1 | $13.2M | Sell |
154,817
-2,023
| -1% | -$172K | 2.98% | 11 |
|
|
2013
Q4 | $12.6M | Buy |
156,840
+1,726
| +1% | +$139K | 2.86% | 12 |
|
|
2013
Q3 | $11.9M | Buy |
155,114
+3,790
| +3% | +$291K | 2.92% | 13 |
|
|
2013
Q2 | $10.7M | Buy |
+151,324
| New | +$10.7M | 2.78% | 21 |
|