Moody Lynn & Lieberson’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 | $277K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $372 | Hold |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $392K | Sell |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | $352K | Buy |
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|
2018
Q3 | $327K | Hold |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $423K | Buy |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $401K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $9.68M | Sell |
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|
2015
Q1 | $9.9M | Buy |
|