Wimmer Associates 1’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
2,524
| – | – | 0.16% | 93 |
|
|
2025
Q1 | $270K | Hold |
2,524
| – | – | 0.14% | 98 |
|
|
2024
Q4 | $246K | Sell |
2,524
-540
| -18% | -$52.5K | 0.12% | 103 |
|
|
2024
Q3 | $352K | Hold |
3,064
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $326K | Buy |
3,064
+35
| +1% | +$3.73K | 0.17% | 92 |
|
|
2024
Q1 | $293K | Hold |
3,029
| – | – | 0.15% | 96 |
|
|
2023
Q4 | $306K | Sell |
3,029
-175
| -5% | -$17.7K | 0.17% | 92 |
|
|
2023
Q3 | $326K | Buy |
3,204
+40
| +1% | +$4.07K | 0.2% | 86 |
|
|
2023
Q2 | $319K | Buy |
3,164
+100
| +3% | +$10.1K | 0.19% | 90 |
|
|
2023
Q1 | $316K | Buy |
3,064
+844
| +38% | +$87K | 0.2% | 89 |
|
|
2022
Q4 | $201K | Buy |
+2,220
| New | +$201K | 0.13% | 110 |
|
|
2022
Q2 | – | Sell |
-2,351
| Closed | -$206K | – | 115 |
|
|
2022
Q1 | $206K | Buy |
+2,351
| New | +$206K | 0.11% | 116 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$218K | – | 102 |
|
|
2019
Q4 | $218K | Buy |
+2,300
| New | +$218K | 0.17% | 102 |
|
|
2019
Q3 | – | Sell |
-4,076
| Closed | -$372K | – | 103 |
|
|
2019
Q2 | $372K | Sell |
4,076
-568
| -12% | -$51.8K | 0.33% | 75 |
|
|
2019
Q1 | $400K | Hold |
4,644
| – | – | 0.35% | 70 |
|
|
2018
Q4 | $357K | Hold |
4,644
| – | – | 0.35% | 71 |
|
|
2018
Q3 | $359K | Sell |
4,644
-275
| -6% | -$21.3K | 0.3% | 81 |
|
|
2018
Q2 | $333K | Sell |
4,919
-10
| -0.2% | -$677 | 0.3% | 80 |
|
|
2018
Q1 | $357K | Hold |
4,929
| – | – | 0.31% | 82 |
|
|
2017
Q4 | $371K | Hold |
4,929
| – | – | 0.33% | 80 |
|
|
2017
Q3 | $379K | Sell |
4,929
-558
| -10% | -$42.9K | 0.35% | 80 |
|
|
2017
Q2 | $410K | Hold |
5,487
| – | – | 0.38% | 73 |
|
|
2017
Q1 | $365K | Sell |
5,487
-717
| -12% | -$47.7K | 0.34% | 85 |
|
|
2016
Q4 | $405K | Buy |
6,204
+558
| +10% | +$36.4K | 0.38% | 78 |
|
|
2016
Q3 | $399K | Sell |
5,646
-335
| -6% | -$23.7K | 0.36% | 78 |
|
|
2016
Q2 | $442K | Sell |
5,981
-12,075
| -67% | -$892K | 0.39% | 71 |
|
|
2016
Q1 | $1.17M | Sell |
18,056
-597
| -3% | -$38.8K | 1.07% | 37 |
|
|
2015
Q4 | $1.44M | Buy |
+18,653
| New | +$1.44M | 1.51% | 24 |
|