LKIM
Lawson Kroeker Investment Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
2,402
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $268K | Sell |
2,402
-40
| -2% | -$4.46K | 0.05% | 84 |
|
|
2024
Q4 | $238K | Hold |
2,442
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $281K | Hold |
2,442
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $260K | Buy |
2,442
+42
| +2% | +$4.47K | 0.05% | 90 |
|
|
2024
Q1 | $232K | Hold |
2,400
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $242K | Hold |
2,400
| – | – | 0.05% | 83 |
|
|
2023
Q3 | $244K | Hold |
2,400
| – | – | 0.05% | 83 |
|
|
2023
Q2 | $242K | Hold |
2,400
| – | – | 0.06% | 77 |
|
|
2023
Q1 | $221K | Buy |
+2,400
| New | +$221K | 0.05% | 87 |
|