Lee, Danner & Bass’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 | $892K | Sell |
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|
2025
Q2 | $886K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $760K | Hold |
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|
2024
Q3 | $898K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2023
Q4 | $791K | Hold |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $737K | Hold |
|
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|
2022
Q4 | $727K | Hold |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $830K | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $788K | Sell |
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|
2020
Q1 | $767K | Sell |
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|
2019
Q4 | $949K | Sell |
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|
2019
Q3 | $877K | Buy |
|
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|
2019
Q2 | $921K | Sell |
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|
2019
Q1 | $979K | Hold |
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|
2018
Q4 | $874K | Buy |
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|
2018
Q3 | $796K | Sell |
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|
2018
Q2 | $722K | Hold |
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|
2018
Q1 | $773K | Sell |
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|
2017
Q4 | $812K | Hold |
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|
2017
Q3 | $830K | Sell |
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|
2017
Q2 | $823K | Buy |
|
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|
2017
Q1 | $719K | Sell |
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|
2016
Q4 | $716K | Buy |
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|
2016
Q3 | $762K | Sell |
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|
2016
Q2 | $804K | Buy |
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|
2016
Q1 | $625K | Buy |
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|
2015
Q4 | $644K | Sell |
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|
2015
Q3 | $701K | Hold |
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|
2015
Q2 | $750K | Sell |
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|
2015
Q1 | $760K | Sell |
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|
2014
Q4 | $730K | Hold |
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|
2014
Q3 | $742K | Hold |
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|
2014
Q2 | $713K | Buy |
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|
2014
Q1 | $659K | Buy |
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|
2013
Q4 | $594K | Hold |
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|
2013
Q3 | $567K | Hold |
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|
2013
Q2 | $523K | Buy |
|