Hoese & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.8K | Hold |
825
| – | – | 0.08% | 64 |
|
|
2025
Q1 | $92K | Hold |
825
| – | – | 0.08% | 47 |
|
|
2024
Q4 | $80.3K | Hold |
825
| – | – | 0.07% | 49 |
|
|
2024
Q3 | $94.9K | Hold |
825
| – | – | 0.08% | 48 |
|
|
2024
Q2 | $85.1K | Hold |
825
| – | – | 0.07% | 44 |
|
|
2024
Q1 | $83.3K | Hold |
825
| – | – | 0.08% | 46 |
|
|
2023
Q4 | $80.8K | Hold |
825
| – | – | 0.08% | 48 |
|
|
2023
Q3 | $84K | Hold |
825
| – | – | 0.09% | 49 |
|
|
2023
Q2 | $83.3K | Hold |
825
| – | – | 0.08% | 53 |
|
|
2023
Q1 | $69.4K | Hold |
825
| – | – | 0.08% | 59 |
|
|
2022
Q4 | $74K | Sell |
825
-50
| -6% | -$4.49K | 0.08% | 64 |
|
|
2022
Q3 | $67K | Hold |
875
| – | – | 0.08% | 59 |
|
|
2022
Q2 | $74K | Hold |
875
| – | – | 0.08% | 62 |
|
|
2022
Q1 | $77K | Sell |
875
-400
| -31% | -$35.2K | 0.08% | 66 |
|
|
2021
Q4 | $112K | Hold |
1,275
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $104K | Hold |
1,275
| – | – | 0.11% | 61 |
|
|
2021
Q2 | $116K | Buy |
1,275
+825
| +183% | +$75.1K | 0.13% | 58 |
|
|
2021
Q1 | $38K | Buy |
+450
| New | +$38K | 0.05% | 80 |
|