Glass Jacobson Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
83
-69
| -45% | -$8.35K | ﹤0.01% | 426 |
|
|
2025
Q1 | $14.8K | Hold |
152
| – | – | ﹤0.01% | 560 |
|
|
2024
Q4 | $14.8K | Buy |
152
+18
| +13% | +$1.75K | ﹤0.01% | 560 |
|
|
2024
Q3 | $15.4K | Hold |
134
| – | – | 0.01% | 526 |
|
|
2024
Q2 | $14.3K | Hold |
134
| – | – | 0.01% | 522 |
|
|
2024
Q1 | $13K | Hold |
134
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $13.5K | Buy |
134
+83
| +163% | +$8.38K | 0.01% | 491 |
|
|
2023
Q3 | $5.2K | Hold |
51
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $5.15K | Buy |
+51
| New | +$5.15K | ﹤0.01% | 577 |
|
|
2022
Q4 | $4.63K | Buy |
+51
| New | +$4.63K | ﹤0.01% | 601 |
|