YHB Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
3,943
-150
| -4% | -$18.2K | 0.04% | 216 |
|
|
2025
Q1 | $456K | Buy |
4,093
+570
| +16% | +$63.5K | 0.04% | 210 |
|
|
2024
Q4 | $343K | Sell |
3,523
-600
| -15% | -$58.4K | 0.03% | 221 |
|
|
2024
Q3 | $474K | Hold |
4,123
| – | – | 0.04% | 203 |
|
|
2024
Q2 | $439K | Hold |
4,123
| – | – | 0.04% | 205 |
|
|
2024
Q1 | $399K | Hold |
4,123
| – | – | 0.04% | 210 |
|
|
2023
Q4 | $416K | Hold |
4,123
| – | – | 0.04% | 199 |
|
|
2023
Q3 | $420K | Sell |
4,123
-30
| -0.7% | -$3.06K | 0.04% | 198 |
|
|
2023
Q2 | $419K | Hold |
4,153
| – | – | 0.04% | 200 |
|
|
2023
Q1 | $382K | Hold |
4,153
| – | – | 0.04% | 207 |
|
|
2022
Q4 | $377K | Sell |
4,153
-250
| -6% | -$22.7K | 0.04% | 202 |
|
|
2022
Q3 | $335K | Sell |
4,403
-290
| -6% | -$22.1K | 0.04% | 214 |
|
|
2022
Q2 | $397K | Hold |
4,693
| – | – | 0.04% | 202 |
|
|
2022
Q1 | $412K | Sell |
4,693
-25
| -0.5% | -$2.2K | 0.04% | 208 |
|
|
2021
Q4 | $413K | Sell |
4,718
-109
| -2% | -$9.54K | 0.03% | 225 |
|
|
2021
Q3 | $395K | Sell |
4,827
-185
| -4% | -$15.1K | 0.03% | 217 |
|
|
2021
Q2 | $457K | Hold |
5,012
| – | – | 0.04% | 205 |
|
|
2021
Q1 | $441K | Sell |
5,012
-20
| -0.4% | -$1.76K | 0.04% | 207 |
|
|
2020
Q4 | $475K | Buy |
5,032
+21
| +0.4% | +$1.98K | 0.05% | 197 |
|
|
2020
Q3 | $436K | Sell |
5,011
-356
| -7% | -$31K | 0.05% | 198 |
|
|
2020
Q2 | $469K | Hold |
5,367
| – | – | 0.07% | 136 |
|
|
2020
Q1 | $443K | Hold |
5,367
| – | – | 0.08% | 126 |
|
|
2019
Q4 | $508K | Buy |
5,367
+4
| +0.1% | +$379 | 0.07% | 133 |
|
|
2019
Q3 | $466K | Buy |
5,363
+10
| +0.2% | +$869 | 0.07% | 135 |
|
|
2019
Q2 | $489K | Sell |
5,353
-900
| -14% | -$82.2K | 0.08% | 137 |
|
|
2019
Q1 | $539K | Sell |
6,253
-558
| -8% | -$48.1K | 0.08% | 136 |
|
|
2018
Q4 | $524K | Sell |
6,811
-22
| -0.3% | -$1.69K | 0.09% | 129 |
|
|
2018
Q3 | $528K | Sell |
6,833
-1,116
| -14% | -$86.2K | 0.08% | 132 |
|
|
2018
Q2 | $538K | Sell |
7,949
-341
| -4% | -$23.1K | 0.09% | 133 |
|
|
2018
Q1 | $601K | Hold |
8,290
| – | – | 0.1% | 129 |
|
|
2017
Q4 | $624K | Sell |
8,290
-305
| -4% | -$23K | 0.11% | 123 |
|
|
2017
Q3 | $661K | Buy |
8,595
+167
| +2% | +$12.8K | 0.12% | 121 |
|
|
2017
Q2 | $630K | Sell |
8,428
-944
| -10% | -$70.6K | 0.11% | 120 |
|
|
2017
Q1 | $647K | Sell |
9,372
-2,036
| -18% | -$141K | 0.12% | 118 |
|
|
2016
Q4 | $745K | Sell |
11,408
-1,131
| -9% | -$73.9K | 0.16% | 113 |
|
|
2016
Q3 | $887K | Sell |
12,539
-1,514
| -11% | -$107K | 0.21% | 101 |
|
|
2016
Q2 | $1.04M | Sell |
14,053
-18
| -0.1% | -$1.33K | 0.23% | 96 |
|
|
2016
Q1 | $913K | Sell |
14,071
-756
| -5% | -$49.1K | 0.25% | 91 |
|
|
2015
Q4 | $1.14M | Sell |
14,827
-283
| -2% | -$21.8K | 0.26% | 94 |
|
|
2015
Q3 | $1.24M | Sell |
15,110
-306
| -2% | -$25.2K | 0.29% | 91 |
|
|
2015
Q2 | $1.36M | Buy |
15,416
+184
| +1% | +$16.2K | 0.3% | 94 |
|
|
2015
Q1 | $1.35M | Buy |
15,232
+260
| +2% | +$23K | 0.3% | 90 |
|
|
2014
Q4 | $1.24M | Buy |
14,972
+48
| +0.3% | +$3.99K | 0.28% | 92 |
|
|
2014
Q3 | $1.26M | Buy |
14,924
+307
| +2% | +$25.9K | 0.3% | 87 |
|
|
2014
Q2 | $1.19M | Buy |
14,617
+226
| +2% | +$18.3K | 0.29% | 91 |
|
|
2014
Q1 | $1.1M | Buy |
14,391
+1,278
| +10% | +$97.3K | 0.28% | 92 |
|
|
2013
Q4 | $944K | Buy |
13,113
+139
| +1% | +$10K | 0.25% | 97 |
|
|
2013
Q3 | $892K | Hold |
12,974
| – | – | 0.26% | 98 |
|
|
2013
Q2 | $822K | Buy |
+12,974
| New | +$822K | 0.26% | 100 |
|