Joel Isaacson & 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 | $725K | Hold |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $809K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.1M | Hold |
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|
2018
Q4 | $1M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $34K | Hold |
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|
2015
Q4 | $40K | Sell |
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|
2015
Q3 | $66K | Hold |
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|
2015
Q2 | $71K | Sell |
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|
2015
Q1 | $88K | Sell |
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|
2014
Q4 | $83K | Hold |
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|
2014
Q3 | $85K | Hold |
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|
2014
Q2 | $81K | Hold |
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|
2014
Q1 | $77K | Hold |
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|
2013
Q4 | $72K | Hold |
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|
2013
Q3 | $69K | Buy |
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|
2013
Q2 | $35K | Buy |
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