Mitchell McLeod Pugh & Williams’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 | $715K | Sell |
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|
2025
Q2 | $728K | Hold |
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|
2025
Q1 | $671K | Hold |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $576K | Hold |
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|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $421K | Hold |
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|
2021
Q2 | $469K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $486K | Hold |
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|
2020
Q3 | $447K | Hold |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $338K | Sell |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $205K | Hold |
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|
2018
Q1 | $219K | Hold |
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|
2017
Q4 | $228K | Hold |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $227K | Hold |
|
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|
2017
Q1 | $202K | Sell |
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|
2016
Q4 | $214K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $242K | Sell |
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|
2016
Q1 | $223K | Sell |
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|
2015
Q4 | $275K | Buy |
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|
2015
Q3 | $289K | Buy |
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|
2015
Q2 | $299K | Hold |
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|
2015
Q1 | $300K | Hold |
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|
2014
Q4 | $282K | Buy |
|