Cozad Asset 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 | $282K | Buy |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $465K | Hold |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $530K | Hold |
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|
2018
Q4 | $473K | Buy |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $418K | Buy |
|