DF Dent & Co’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 | $726K | Buy |
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|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $500K | Hold |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $476K | Hold |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $459K | Hold |
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|
2019
Q2 | $483K | Sell |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $389K | Hold |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $343K | Hold |
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|
2018
Q1 | $367K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $231K | Buy |
|