JNBA Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Hold |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $900K | Sell |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $921K | Sell |
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|
2023
Q2 | $941K | Sell |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $913K | Sell |
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|
2022
Q3 | $791K | Sell |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $941K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $943K | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $986K | Buy |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $976K | Hold |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $931K | Buy |
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|
2018
Q3 | $87K | Sell |
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|
2018
Q2 | $898K | Sell |
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|
2018
Q1 | $977K | Hold |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $922K | Hold |
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|
2016
Q4 | $905K | Buy |
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|
2016
Q3 | $417K | Sell |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $884K | Sell |
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|
2015
Q4 | $1.09M | Sell |
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|
2015
Q3 | $1.2M | Sell |
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|
2015
Q2 | $1.3M | Sell |
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|
2015
Q1 | $1.31M | Sell |
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|
2014
Q4 | $1.28M | Hold |
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|
2014
Q3 | $1.3M | Sell |
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|
2014
Q2 | $1.28M | Sell |
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|
2014
Q1 | $1.22M | Sell |
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|
2013
Q4 | $1.22M | Sell |
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|
2013
Q3 | $1.2M | Sell |
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|
2013
Q2 | $1.11M | Buy |
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