Joel Isaacson & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
5,657
-1,604
| -22% | -$194K | 0.03% | 212 |
|
|
2025
Q1 | $809K | Buy |
7,261
+2,584
| +55% | +$288K | 0.04% | 178 |
|
|
2024
Q4 | $455K | Sell |
4,677
-160
| -3% | -$15.6K | 0.02% | 240 |
|
|
2024
Q3 | $556K | Sell |
4,837
-25
| -0.5% | -$2.88K | 0.03% | 206 |
|
|
2024
Q2 | $518K | Buy |
4,862
+191
| +4% | +$20.3K | 0.03% | 207 |
|
|
2024
Q1 | $452K | Buy |
4,671
+2,025
| +77% | +$196K | 0.02% | 226 |
|
|
2023
Q4 | $267K | Buy |
+2,646
| New | +$267K | 0.02% | 267 |
|
|
2019
Q2 | – | Sell |
-12,754
| Closed | -$1.1M | – | 221 |
|
|
2019
Q1 | $1.1M | Hold |
12,754
| – | – | 0.16% | 74 |
|
|
2018
Q4 | $1M | Buy |
+12,754
| New | +$1M | 0.16% | 79 |
|
|
2017
Q1 | – | Sell |
-517
| Closed | -$34K | – | 413 |
|
|
2016
Q4 | $34K | Hold |
517
| – | – | 0.01% | 361 |
|
|
2016
Q3 | $37K | Hold |
517
| – | – | 0.01% | 372 |
|
|
2016
Q2 | $38K | Hold |
517
| – | – | 0.01% | 371 |
|
|
2016
Q1 | $34K | Hold |
517
| – | – | 0.01% | 393 |
|
|
2015
Q4 | $40K | Sell |
517
-284
| -35% | -$22K | 0.01% | 363 |
|
|
2015
Q3 | $66K | Hold |
801
| – | – | 0.02% | 288 |
|
|
2015
Q2 | $71K | Sell |
801
-190
| -19% | -$16.8K | 0.02% | 306 |
|
|
2015
Q1 | $88K | Sell |
991
-13
| -1% | -$1.15K | 0.02% | 275 |
|
|
2014
Q4 | $83K | Hold |
1,004
| – | – | 0.02% | 254 |
|
|
2014
Q3 | $85K | Hold |
1,004
| – | – | 0.03% | 233 |
|
|
2014
Q2 | $81K | Hold |
1,004
| – | – | 0.03% | 237 |
|
|
2014
Q1 | $77K | Hold |
1,004
| – | – | 0.03% | 236 |
|
|
2013
Q4 | $72K | Hold |
1,004
| – | – | 0.03% | 224 |
|
|
2013
Q3 | $69K | Buy |
1,004
+446
| +80% | +$30.7K | 0.03% | 220 |
|
|
2013
Q2 | $35K | Buy |
+558
| New | +$35K | 0.02% | 265 |
|