Montag & Associates’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 | $981K | Buy |
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|
2025
Q2 | $917K | Hold |
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|
2025
Q1 | $874K | Hold |
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|
2024
Q4 | $737K | Hold |
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|
2024
Q3 | $871K | Hold |
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|
2024
Q2 | $806K | Hold |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $742K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $548K | Hold |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $520K | Hold |
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|
2021
Q2 | $581K | Hold |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $620K | Sell |
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|
2020
Q3 | $680K | Buy |
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|
2020
Q2 | $649K | Sell |
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|
2020
Q1 | $615K | Hold |
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|
2019
Q4 | $707K | Sell |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $686K | Sell |
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|
2019
Q1 | $738K | Sell |
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|
2018
Q4 | $679K | Buy |
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|
2018
Q3 | $586K | Sell |
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|
2018
Q2 | $559K | Sell |
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|
2018
Q1 | $3.43M | Buy |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $622K | Buy |
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|
2017
Q2 | $601K | Hold |
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|
2017
Q1 | $535K | Hold |
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|
2016
Q4 | $525K | Sell |
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|
2016
Q3 | $581K | Sell |
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|
2016
Q2 | $621K | Sell |
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|
2016
Q1 | $581K | Sell |
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|
2015
Q4 | $3.46M | Sell |
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|
2015
Q3 | $3.77M | Buy |
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|
2015
Q2 | $3.99M | Sell |
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|
2015
Q1 | $4.34M | Buy |
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|
2014
Q4 | $3.86M | Buy |
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|
2014
Q3 | $3.63M | Sell |
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|
2014
Q2 | $3.77M | Sell |
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|
2014
Q1 | $3.7M | Buy |
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|
2013
Q4 | $3.24M | Buy |
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|
2013
Q3 | $1.34M | Buy |
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|
2013
Q2 | $1.23M | Buy |
|