Jacobi Capital Management’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 | $1.01M | Buy |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $790K | Buy |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $695K | Hold |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $156K | Buy |
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|
2018
Q1 | $161K | Buy |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $129K | Sell |
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|
2017
Q2 | $185K | Sell |
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|
2017
Q1 | $235K | Buy |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q3 | $225K | Hold |
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|
2016
Q2 | $234K | Buy |
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