Woodmont Investment Counsel’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
34,768
-344
| -1% | -$41.6K | 0.28% | 66 |
|
|
2025
Q1 | $3.91M | Sell |
35,112
-1,342
| -4% | -$150K | 0.28% | 67 |
|
|
2024
Q4 | $3.55M | Sell |
36,454
-1,204
| -3% | -$117K | 0.26% | 70 |
|
|
2024
Q3 | $4.33M | Sell |
37,658
-728
| -2% | -$83.7K | 0.33% | 61 |
|
|
2024
Q2 | $4.09M | Sell |
38,386
-1,285
| -3% | -$137K | 0.33% | 62 |
|
|
2024
Q1 | $3.84M | Buy |
39,671
+939
| +2% | +$90.8K | 0.32% | 59 |
|
|
2023
Q4 | $3.91M | Sell |
38,732
-1,590
| -4% | -$161K | 0.37% | 57 |
|
|
2023
Q3 | $4.11M | Sell |
40,322
-2,292
| -5% | -$233K | 0.43% | 55 |
|
|
2023
Q2 | $4.3M | Sell |
42,614
-354
| -0.8% | -$35.7K | 0.45% | 52 |
|
|
2023
Q1 | $3.95M | Sell |
42,968
-364
| -0.8% | -$33.5K | 0.42% | 56 |
|
|
2022
Q4 | $3.93M | Sell |
43,332
-167
| -0.4% | -$15.2K | 0.45% | 62 |
|
|
2022
Q3 | $3.31M | Sell |
43,499
-2,476
| -5% | -$188K | 0.41% | 66 |
|
|
2022
Q2 | $3.89M | Buy |
45,975
+1,667
| +4% | +$141K | 0.48% | 57 |
|
|
2022
Q1 | $3.89M | Buy |
44,308
+10,447
| +31% | +$917K | 0.45% | 62 |
|
|
2021
Q4 | $2.96M | Sell |
33,861
-340
| -1% | -$29.7K | 0.38% | 65 |
|
|
2021
Q3 | $2.8M | Sell |
34,201
-872
| -2% | -$71.3K | 0.41% | 61 |
|
|
2021
Q2 | $3.2M | Sell |
35,073
-257
| -0.7% | -$23.4K | 0.5% | 52 |
|
|
2021
Q1 | $3.02M | Sell |
35,330
-386
| -1% | -$33K | 0.51% | 51 |
|
|
2020
Q4 | $3.37M | Buy |
35,716
+961
| +3% | +$90.8K | 0.63% | 45 |
|
|
2020
Q3 | $3.02M | Sell |
34,755
-153
| -0.4% | -$13.3K | 0.65% | 45 |
|
|
2020
Q2 | $3.05M | Buy |
34,908
+321
| +0.9% | +$28K | 0.73% | 40 |
|
|
2020
Q1 | $2.85M | Buy |
34,587
+1,893
| +6% | +$156K | 0.79% | 37 |
|
|
2019
Q4 | $3.1M | Buy |
32,694
+122
| +0.4% | +$11.6K | 0.7% | 41 |
|
|
2019
Q3 | $2.83M | Buy |
32,572
+916
| +3% | +$79.6K | 0.69% | 41 |
|
|
2019
Q2 | $2.89M | Sell |
31,656
-2,730
| -8% | -$249K | 0.72% | 41 |
|
|
2019
Q1 | $2.96M | Sell |
34,386
-847
| -2% | -$73K | 0.77% | 39 |
|
|
2018
Q4 | $2.71M | Buy |
35,233
+400
| +1% | +$30.8K | 0.76% | 40 |
|
|
2018
Q3 | $2.69M | Sell |
34,833
-2,397
| -6% | -$185K | 0.73% | 42 |
|
|
2018
Q2 | $2.52M | Buy |
37,230
+815
| +2% | +$55.2K | 0.69% | 43 |
|
|
2018
Q1 | $2.64M | Sell |
36,415
-2,755
| -7% | -$200K | 0.73% | 43 |
|
|
2017
Q4 | $2.95M | Sell |
39,170
-627
| -2% | -$47.2K | 0.76% | 42 |
|
|
2017
Q3 | $3.06M | Sell |
39,797
-791
| -2% | -$60.8K | 0.84% | 38 |
|
|
2017
Q2 | $3.04M | Buy |
40,588
+620
| +2% | +$46.4K | 0.86% | 36 |
|
|
2017
Q1 | $2.61M | Hold |
39,968
| – | – | 0.76% | 41 |
|
|
2016
Q4 | $2.61M | Buy |
39,968
+4,470
| +13% | +$292K | 0.75% | 41 |
|
|
2016
Q3 | $2.51M | Buy |
35,498
+5,435
| +18% | +$385K | 0.72% | 41 |
|
|
2016
Q2 | $2.22M | Sell |
30,063
-692
| -2% | -$51.2K | 0.66% | 51 |
|
|
2016
Q1 | $2M | Buy |
30,755
+6,970
| +29% | +$452K | 0.6% | 52 |
|
|
2015
Q4 | $1.83M | Hold |
23,785
| – | – | 0.54% | 56 |
|
|
2015
Q3 | $1.96M | Sell |
23,785
-3,014
| -11% | -$248K | 0.6% | 53 |
|
|
2015
Q2 | $2.36M | Sell |
26,799
-825
| -3% | -$72.7K | 0.68% | 48 |
|
|
2015
Q1 | $2.44M | Sell |
27,624
-12,437
| -31% | -$1.1M | 0.75% | 43 |
|
|
2014
Q4 | $3.33M | Sell |
40,061
-1,329
| -3% | -$110K | 1.02% | 30 |
|
|
2014
Q3 | $3.49M | Sell |
41,390
-2,259
| -5% | -$191K | 1% | 28 |
|
|
2014
Q2 | $3.54M | Sell |
43,649
-1,643
| -4% | -$133K | 1% | 28 |
|
|
2014
Q1 | $3.45M | Sell |
45,292
-6,771
| -13% | -$516K | 1% | 24 |
|
|
2013
Q4 | $3.75M | Sell |
52,063
-1,790
| -3% | -$129K | 1.13% | 22 |
|
|
2013
Q3 | $3.7M | Sell |
53,853
-1,143
| -2% | -$78.6K | 1.35% | 18 |
|
|
2013
Q2 | $3.49M | Buy |
+54,996
| New | +$3.49M | 1.16% | 21 |
|