Klingenstein Fields & 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
Q2 | $792K | Hold |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $661K | Hold |
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|
2024
Q3 | $782K | Hold |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $883K | Buy |
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|
2023
Q3 | $840K | Hold |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $837K | Sell |
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|
2022
Q3 | $702K | Hold |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $725K | Sell |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $841K | Buy |
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|
2020
Q3 | $757K | Hold |
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|
2020
Q2 | $760K | Hold |
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|
2020
Q1 | $717K | Hold |
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|
2019
Q4 | $824K | Sell |
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|
2019
Q3 | $761K | Sell |
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|
2019
Q2 | $905K | Sell |
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|
2019
Q1 | $959K | Sell |
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|
2018
Q4 | $858K | Hold |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $931K | Hold |
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|
2017
Q4 | $966K | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $2.4M | Sell |
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|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $1.21M | Hold |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $890K | Sell |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $1.27M | Hold |
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|
2015
Q2 | $1.36M | Hold |
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|
2015
Q1 | $1.37M | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $2.42M | Sell |
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|
2014
Q2 | $2.41M | Hold |
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|
2014
Q1 | $2.27M | Sell |
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|
2013
Q4 | $4.13M | Sell |
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|
2013
Q3 | $4.18M | Sell |
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|
2013
Q2 | $4.51M | Buy |
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