Aull & Monroe Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $484K | Buy |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $395K | Hold |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $423K | Hold |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $480K | Buy |
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|
2018
Q2 | $413K | Sell |
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|
2018
Q1 | $459K | Buy |
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|
2017
Q4 | $460K | Hold |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $457K | Sell |
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|
2017
Q1 | $418K | Hold |
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|
2016
Q4 | $410K | Hold |
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|
2016
Q3 | $444K | Hold |
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|
2016
Q2 | $465K | Sell |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $494K | Hold |
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|
2015
Q3 | $527K | Sell |
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|
2015
Q2 | $599K | Sell |
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|
2015
Q1 | $602K | Sell |
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|
2014
Q4 | $584K | Sell |
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|
2014
Q3 | $626K | Buy |
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|
2014
Q2 | $593K | Hold |
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|
2014
Q1 | $557K | Sell |
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|
2013
Q4 | $534K | Hold |
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|
2013
Q3 | $510K | Buy |
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|
2013
Q2 | $464K | Buy |
|