Jackson Grant Investment Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78K | Hold |
56
| – | – | ﹤0.01% | 287 |
|
|
2025
Q1 | $6.24K | Hold |
56
| – | – | ﹤0.01% | 287 |
|
|
2024
Q4 | $5.45K | Hold |
56
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $6.44K | Hold |
56
| – | – | ﹤0.01% | 295 |
|
|
2024
Q2 | $5.96K | Hold |
56
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $5.42K | Hold |
56
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $5.65K | Hold |
56
| – | – | ﹤0.01% | 280 |
|
|
2023
Q3 | $5.7K | Hold |
56
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $5.65K | Hold |
56
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $5.15K | Buy |
+56
| New | +$5.15K | ﹤0.01% | 322 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 169 |
|
|
2016
Q1 | – | Sell |
-1,029
| Closed | -$79K | – | 184 |
|
|
2015
Q4 | $79K | Buy |
+1,029
| New | +$79K | 0.08% | 87 |
|