Jackson Grant Investment Advisers’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.55K	Hold	56	–	–	﹤0.01%	311
2025 Q4	$7.72K	Hold	56	–	–	﹤0.01%	320
2025 Q3	$7.18K	Hold	56	–	–	﹤0.01%	317
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	+$4.89K	﹤0.01%	322
2016 Q2	–	Hold	0	–	–	–	169
2016 Q1	–	Sell	-1,029	Closed	-$70K	–	184
2015 Q4	$79K	Buy	+1,029	New	+$81.7K	0.08%	87