Jacobs & 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 | $333K | Hold |
|
|||||
|
2025
Q2 | $314K | Hold |
|
|||||
|
2025
Q1 | $289K | Sell |
|
|||||
|
2024
Q4 | $267K | Hold |
|
|||||
|
2024
Q3 | $316K | Hold |
|
|||||
|
2024
Q2 | $292K | Hold |
|
|||||
|
2024
Q1 | $266K | Sell |
|
|||||
|
2023
Q4 | $300K | Buy |
|
|||||
|
2023
Q3 | $287K | Hold |
|
|||||
|
2023
Q2 | $285K | Hold |
|
|||||
|
2023
Q1 | $259K | Hold |
|
|||||
|
2022
Q4 | $256K | Hold |
|
|||||
|
2022
Q3 | $214K | Hold |
|
|||||
|
2022
Q2 | $238K | Sell |
|
|||||
|
2022
Q1 | $379K | Sell |
|
|||||
|
2021
Q4 | $465K | Hold |
|
|||||
|
2021
Q3 | $435K | Hold |
|
|||||
|
2021
Q2 | $485K | Buy |
|
|||||
|
2021
Q1 | $403K | Hold |
|
|||||
|
2020
Q4 | $446K | Hold |
|
|||||
|
2020
Q3 | $410K | Hold |
|
|||||
|
2020
Q2 | $412K | Hold |
|
|||||
|
2020
Q1 | $389K | Hold |
|
|||||
|
2019
Q4 | $447K | Buy |
|
|||||
|
2019
Q3 | $280K | Hold |
|
|||||
|
2019
Q2 | $294K | Sell |
|
|||||
|
2019
Q1 | $310K | Sell |
|
|||||
|
2018
Q4 | $298K | Hold |
|
|||||
|
2018
Q3 | $299K | Hold |
|
|||||
|
2018
Q2 | $262K | Hold |
|
|||||
|
2018
Q1 | $280K | Hold |
|
|||||
|
2017
Q4 | $291K | Hold |
|
|||||
|
2017
Q3 | $298K | Sell |
|
|||||
|
2017
Q2 | $331K | Sell |
|
|||||
|
2017
Q1 | $313K | Sell |
|
|||||
|
2016
Q4 | $380K | Sell |
|
|||||
|
2016
Q3 | $448K | Hold |
|
|||||
|
2016
Q2 | $468K | Hold |
|
|||||
|
2016
Q1 | $411K | Hold |
|
|||||
|
2015
Q4 | $467K | Sell |
|
|||||
|
2015
Q3 | $560K | Sell |
|
|||||
|
2015
Q2 | $649K | Sell |
|
|||||
|
2015
Q1 | $763K | Sell |
|
|||||
|
2014
Q4 | $743K | Hold |
|
|||||
|
2014
Q3 | $755K | Hold |
|
|||||
|
2014
Q2 | $726K | Sell |
|
|||||
|
2014
Q1 | $721K | Buy |
|
|||||
|
2013
Q4 | $601K | Hold |
|
|||||
|
2013
Q3 | $573K | Sell |
|
|||||
|
2013
Q2 | $613K | Buy |
|