Lantz Financial’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 | $867K | Buy |
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|
2025
Q2 | $802K | Buy |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $630K | Sell |
|
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|
2024
Q3 | $789K | Sell |
|
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|
2024
Q2 | $752K | Sell |
|
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|
2024
Q1 | $696K | Sell |
|
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|
2023
Q4 | $753K | Buy |
|
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|
2023
Q3 | $759K | Buy |
|
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|
2023
Q2 | $749K | Sell |
|
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|
2023
Q1 | $718K | Sell |
|
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|
2022
Q4 | $731K | Sell |
|
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|
2022
Q3 | $616K | Sell |
|
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|
2022
Q2 | $748K | Sell |
|
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|
2022
Q1 | $789K | Buy |
|
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|
2021
Q4 | $727K | Sell |
|
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|
2021
Q3 | $694K | Buy |
|
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|
2021
Q2 | $738K | Sell |
|
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|
2021
Q1 | $699K | Buy |
|
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|
2020
Q4 | $765K | Buy |
|
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|
2020
Q3 | $683K | Buy |
|
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|
2020
Q2 | $680K | Sell |
|
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|
2020
Q1 | $774K | Buy |
|
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|
2019
Q4 | $791K | Sell |
|
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|
2019
Q3 | $751K | Sell |
|
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|
2019
Q2 | $867K | Sell |
|
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|
2019
Q1 | $923K | Buy |
|