Means Investment Company’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 | $861K | Buy |
|
|||||
2025
Q1 | $788K | Sell |
|
|||||
2024
Q4 | $711K | Sell |
|
|||||
2024
Q3 | $863K | Hold |
|
|||||
2024
Q2 | $799K | Sell |
|
|||||
2024
Q1 | $743K | Sell |
|
|||||
2023
Q4 | $815K | Buy |
|
|||||
2023
Q3 | $812K | Sell |
|
|||||
2023
Q2 | $816K | Buy |
|
|||||
2023
Q1 | $742K | Sell |
|
|||||
2022
Q4 | $744K | Sell |
|
|||||
2022
Q3 | $625K | Hold |
|
|||||
2022
Q2 | $696K | Sell |
|
|||||
2022
Q1 | $731K | Buy |
|
|||||
2021
Q4 | $723K | Sell |
|
|||||
2021
Q3 | $677K | Buy |
|
|||||
2021
Q2 | $705K | Hold |
|
|||||
2021
Q1 | $660K | Sell |
|
|||||
2020
Q4 | $757K | Buy |
|
|||||
2020
Q3 | $693K | Hold |
|
|||||
2020
Q2 | $675K | Hold |
|
|||||
2020
Q1 | $723K | Sell |
|
|||||
2019
Q4 | $828K | Hold |
|
|||||
2019
Q3 | $759K | Sell |
|
|||||
2019
Q2 | $793K | Sell |
|
|||||
2019
Q1 | $837K | Buy |
|
|||||
2018
Q4 | $746K | Buy |
|