J.W. Burns & 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 | $669K | Sell |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $921K | Sell |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $789K | Hold |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $773K | Sell |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $941K | Sell |
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|
2021
Q3 | $891K | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $1.4M | Sell |
|
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.6M | Sell |
|
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $1.75M | Buy |
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|
2016
Q2 | $1.52M | Buy |
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|
2016
Q1 | $1.13M | Buy |
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|
2015
Q4 | $1.26M | Buy |
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|
2015
Q3 | $1.25M | Sell |
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|
2015
Q2 | $1.35M | Buy |
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|
2015
Q1 | $1.35M | Sell |
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|
2014
Q4 | $1.35M | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.49M | Sell |
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|
2014
Q1 | $1.4M | Sell |
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|
2013
Q4 | $1.34M | Buy |
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|
2013
Q3 | $1.26M | Buy |
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|
2013
Q2 | $1.14M | Buy |
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