Essex Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $690K | Buy |
|
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $576K | Hold |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $717K | Buy |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $782K | Sell |
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|
2019
Q3 | $724K | Buy |
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|
2019
Q2 | $758K | Sell |
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|
2019
Q1 | $826K | Sell |
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|
2018
Q4 | $739K | Sell |
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|
2018
Q3 | $747K | Buy |
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|
2018
Q2 | $633K | Sell |
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|
2018
Q1 | $718K | Buy |
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|
2017
Q4 | $729K | Sell |
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|
2017
Q3 | $794K | Buy |
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|
2017
Q2 | $770K | Sell |
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|
2017
Q1 | $697K | Sell |
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|
2016
Q4 | $734K | Buy |
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|
2016
Q3 | $791K | Sell |
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|
2016
Q2 | $877K | Sell |
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|
2016
Q1 | $899K | Sell |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.39M | Sell |
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|
2015
Q1 | $1.45M | Buy |
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|
2014
Q4 | $1.34M | Sell |
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|
2014
Q3 | $1.38M | Hold |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.25M | Buy |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.14K | Sell |
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|
2013
Q2 | $1.13M | Buy |
|