Mount Yale Investment Advisors’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 | $1.63M | Sell |
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|
2025
Q2 | $2.05M | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $914K | Buy |
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|
2020
Q3 | $542K | Sell |
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|
2020
Q2 | $638K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $302K | Buy |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | $71K | Buy |
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