Jones Financial Companies’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270M | Buy |
1,821,796
+1,625,514
| +828% | +$249M | 0.13% | 76 |
|
|
2025
Q4 | $27.1M | Buy |
196,282
+10,709
| +6% | +$1.4M | 0.02% | 275 |
|
|
2025
Q3 | $23.1M | Buy |
185,573
+12,457
| +7% | +$1.52M | 0.02% | 265 |
|
|
2025
Q2 | $20.8M | Buy |
173,116
+17,671
| +11% | +$1.99M | 0.02% | 251 |
|
|
2025
Q1 | $17.5M | Buy |
155,445
+18,626
| +14% | +$1.98M | 0.02% | 228 |
|
|
2024
Q4 | $13.3M | Buy |
136,819
+35,714
| +35% | +$3.81M | 0.01% | 221 |
|
|
2024
Q3 | $11.7M | Buy |
101,105
+32,689
| +48% | +$3.71M | 0.01% | 189 |
|
|
2024
Q2 | $7.28M | Buy |
68,416
+24,775
| +57% | +$2.49M | 0.01% | 175 |
|
|
2024
Q1 | $4.22M | Buy |
43,641
+2,224
| +5% | +$228K | 0.01% | 156 |
|
|
2023
Q4 | $4.18M | Buy |
41,417
+617
| +2% | +$59.6K | 0.01% | 145 |
|
|
2023
Q3 | $4.16M | Sell |
40,800
-4,825
| -11% | -$490K | 0.01% | 134 |
|
|
2023
Q2 | $4.6M | Sell |
45,625
-2,319
| -5% | -$232K | 0.01% | 130 |
|
|
2023
Q1 | $4.41M | Sell |
47,944
-5,951
| -11% | -$520K | 0.01% | 129 |
|
|
2022
Q4 | $4.89M | Sell |
53,895
-4,405
| -8% | -$371K | 0.01% | 124 |
|
|
2022
Q3 | $4.43M | Sell |
58,300
-11,073
| -16% | -$918K | 0.01% | 120 |
|
|
2022
Q2 | $5.86M | Sell |
69,373
-27,398
| -28% | -$2.4M | 0.01% | 112 |
|
|
2022
Q1 | $8.49M | Sell |
96,771
-45,893
| -32% | -$3.97M | 0.01% | 101 |
|
|
2021
Q4 | $12.5M | Sell |
142,664
-811
| -0.6% | -$67.3K | 0.02% | 86 |
|
|
2021
Q3 | $11.7M | Sell |
143,475
-2,242
| -2% | -$202K | 0.02% | 86 |
|
|
2021
Q2 | $13.3M | Buy |
145,717
+5,133
| +4% | +$457K | 0.02% | 83 |
|
|
2021
Q1 | $12M | Buy |
140,584
+1,598
| +1% | +$143K | 0.02% | 84 |
|
|
2020
Q4 | $13.1M | Buy |
138,986
+4,305
| +3% | +$376K | 0.02% | 79 |
|
|
2020
Q3 | $11.7M | Buy |
134,681
+5,419
| +4% | +$469K | 0.02% | 76 |
|
|
2020
Q2 | $11.3M | Sell |
129,262
-331
| -0.3% | -$28.6K | 0.02% | 76 |
|
|
2020
Q1 | $10.7M | Buy |
129,593
+8,890
| +7% | +$793K | 0.03% | 71 |
|
|
2019
Q4 | $11.4M | Buy |
120,703
+799
| +0.7% | +$71.7K | 0.02% | 77 |
|
|
2019
Q3 | $10.4M | Buy |
119,904
+1,710
| +1% | +$154K | 0.02% | 78 |
|
|
2019
Q2 | $10.8M | Sell |
118,194
-5,614
| -5% | -$475K | 0.02% | 75 |
|
|
2019
Q1 | $10.7M | Buy |
123,808
+2,149
| +2% | +$173K | 0.02% | 76 |
|
|
2018
Q4 | $9.35M | Sell |
121,659
-1,670
| -1% | -$130K | 0.02% | 72 |
|
|
2018
Q3 | $9.52M | Buy |
123,329
+1,396
| +1% | +$103K | 0.02% | 75 |
|
|
2018
Q2 | $8.25M | Buy |
121,933
+5,321
| +5% | +$367K | 0.02% | 77 |
|
|
2018
Q1 | $8.45M | Buy |
116,612
+8,193
| +8% | +$624K | 0.02% | 76 |
|
|
2017
Q4 | $8.16M | Sell |
108,419
-255
| -0.2% | -$19.2K | 0.02% | 77 |
|
|
2017
Q3 | $8.36M | Sell |
108,674
-703
| -0.6% | -$53.1K | 0.02% | 75 |
|
|
2017
Q2 | $8.18M | Buy |
109,377
+6,070
| +6% | +$430K | 0.02% | 75 |
|
|
2017
Q1 | $6.88M | Buy |
103,307
+9,675
| +10% | +$645K | 0.02% | 80 |
|
|
2016
Q4 | $6.11M | Sell |
93,632
-2,491
| -3% | -$162K | 0.02% | 78 |
|
|
2016
Q3 | $6.8M | Sell |
96,123
-756
| -0.8% | -$55.1K | 0.03% | 72 |
|
|
2016
Q2 | $7.16M | Buy |
96,879
+3,427
| +4% | +$237K | 0.03% | 67 |
|
|
2016
Q1 | $6.07M | Sell |
93,452
-12,155
| -12% | -$827K | 0.04% | 69 |
|
|
2015
Q4 | $8.14M | Sell |
105,607
-4,190
| -4% | -$333K | 0.05% | 56 |
|
|
2015
Q3 | $9.04M | Buy |
109,797
+1,330
| +1% | +$118K | 0.06% | 47 |
|
|
2015
Q2 | $9.56M | Sell |
108,467
-628
| -0.6% | -$57.6K | 0.06% | 48 |
|
|
2015
Q1 | $9.64M | Buy |
109,095
+16,606
| +18% | +$1.47M | 0.06% | 48 |
|
|
2014
Q4 | $7.68M | Buy |
92,489
+1,536
| +2% | +$127K | 0.05% | 56 |
|
|
2014
Q3 | $7.67M | Buy |
90,953
+6,012
| +7% | +$486K | 0.06% | 52 |
|
|
2014
Q2 | $6.89M | Buy |
84,941
+1,749
| +2% | +$138K | 0.05% | 55 |
|
|
2014
Q1 | $6.34M | Buy |
83,192
+3,934
| +5% | +$287K | 0.05% | 58 |
|
|
2013
Q4 | $5.71M | Buy |
79,258
+4,790
| +6% | +$333K | 0.05% | 64 |
|
|
2013
Q3 | $5.12M | Buy |
74,468
+9,933
| +15% | +$657K | 0.05% | 65 |
|
|
2013
Q2 | $4.09M | Buy |
+64,535
| New | +$4.2M | 0.04% | 68 |
|
Other funds holding NVS
