Essex 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 | $356K | Hold |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $485K | Hold |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $659K | Hold |
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|
2019
Q3 | $605K | Sell |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $876K | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $770K | Sell |
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|
2018
Q2 | $685K | Hold |
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|
2018
Q1 | $733K | Buy |
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|
2017
Q4 | $756K | Hold |
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|
2017
Q3 | $773K | Sell |
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|
2017
Q2 | $785K | Hold |
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|
2017
Q1 | $699K | Buy |
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|
2016
Q4 | $680K | Hold |
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|
2016
Q3 | $737K | Sell |
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|
2016
Q2 | $774K | Hold |
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|
2016
Q1 | $680K | Hold |
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|
2015
Q4 | $807K | Hold |
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|
2015
Q3 | $862K | Sell |
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|
2015
Q2 | $1.82M | Sell |
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|
2015
Q1 | $1.89M | Buy |
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|
2014
Q4 | $869K | Hold |
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|
2014
Q3 | $883K | Hold |
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|
2014
Q2 | $849K | Hold |
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|
2014
Q1 | $798K | Hold |
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|
2013
Q4 | $754K | Buy |
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|
2013
Q3 | $718K | Hold |
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|
2013
Q2 | $662K | Buy |
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