Aull & Monroe Investment Management’s Novartis NVS Stock Holding History

Aull & Monroe Investment Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Hold	3,621	–	–	0.24%	82
2025 Q1	$404K	Sell	3,621 -20	-0.5%	-$2.23K	0.2%	89
2024 Q4	$354K	Sell	3,641 -200	-5%	-$19.5K	0.18%	99
2024 Q3	$442K	Hold	3,841	–	–	0.2%	91
2024 Q2	$409K	Sell	3,841 -500	-12%	-$53.2K	0.2%	93
2024 Q1	$420K	Hold	4,341	–	–	0.19%	93
2023 Q4	$438K	Hold	4,341	–	–	0.22%	88
2023 Q3	$442K	Sell	4,341 -34	-0.8%	-$3.46K	0.23%	86
2023 Q2	$441K	Hold	4,375	–	–	0.22%	90
2023 Q1	$403K	Hold	4,375	–	–	0.21%	90
2022 Q4	$397K	Hold	4,375	–	–	0.2%	89
2022 Q3	$333K	Hold	4,375	–	–	0.18%	96
2022 Q2	$370K	Sell	4,375 -50	-1%	-$4.23K	0.19%	95
2022 Q1	$388K	Hold	4,425	–	–	0.17%	99
2021 Q4	$387K	Buy	4,425 +100	+2%	+$8.75K	0.17%	100
2021 Q3	$354K	Hold	4,325	–	–	0.17%	102
2021 Q2	$395K	Hold	4,325	–	–	0.19%	98
2021 Q1	$370K	Sell	4,325 -150	-3%	-$12.8K	0.18%	100
2020 Q4	$423K	Hold	4,475	–	–	0.23%	87
2020 Q3	$389K	Sell	4,475 -200	-4%	-$17.4K	0.23%	88
2020 Q2	$408K	Buy	4,675 +50	+1%	+$4.36K	0.25%	88
2020 Q1	$381K	Sell	4,625 -200	-4%	-$16.5K	0.26%	86
2019 Q4	$457K	Hold	4,825	–	–	0.23%	91
2019 Q3	$419K	Buy	+4,825	New	+$419K	0.22%	94
2019 Q2	–	Sell	-5,496	Closed	-$473K	–	130
2019 Q1	$473K	Sell	5,496 -391	-7%	-$33.7K	0.25%	86
2018 Q4	$453K	Sell	5,887 -335	-5%	-$25.8K	0.26%	84
2018 Q3	$480K	Buy	6,222 +112	+2%	+$8.64K	0.23%	88
2018 Q2	$413K	Sell	6,110 -223	-4%	-$15.1K	0.21%	92
2018 Q1	$459K	Buy	6,333 +223	+4%	+$16.2K	0.24%	91
2017 Q4	$460K	Hold	6,110	–	–	0.23%	91
2017 Q3	$470K	Hold	6,110	–	–	0.24%	89
2017 Q2	$457K	Sell	6,110 -168	-3%	-$12.6K	0.24%	89
2017 Q1	$418K	Hold	6,278	–	–	0.22%	93
2016 Q4	$410K	Hold	6,278	–	–	0.23%	88
2016 Q3	$444K	Hold	6,278	–	–	0.26%	85
2016 Q2	$465K	Sell	6,278 -152	-2%	-$11.3K	0.27%	84
2016 Q1	$417K	Buy	6,430 +22	+0.3%	+$1.43K	0.25%	85
2015 Q4	$494K	Hold	6,408	–	–	0.31%	78
2015 Q3	$527K	Sell	6,408 -38	-0.6%	-$3.13K	0.34%	77
2015 Q2	$599K	Sell	6,446 -359	-5%	-$33.4K	0.35%	77
2015 Q1	$602K	Sell	6,805 -224	-3%	-$19.8K	0.34%	79
2014 Q4	$584K	Sell	7,029 -390	-5%	-$32.4K	0.32%	81
2014 Q3	$626K	Buy	7,419 +109	+1%	+$9.2K	0.33%	80
2014 Q2	$593K	Hold	7,310	–	–	0.32%	81
2014 Q1	$557K	Sell	7,310 -111	-1%	-$8.46K	0.32%	79
2013 Q4	$534K	Hold	7,421	–	–	0.31%	78
2013 Q3	$510K	Buy	7,421 +111	+2%	+$7.63K	0.33%	79
2013 Q2	$464K	Buy	+7,310	New	+$464K	0.31%	78