P.J. Schmidt Investment Management (PJS)’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 | $278K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.78M | Buy |
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|
2016
Q1 | $1.55M | Buy |
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|
2015
Q4 | $1.42M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.56M | Buy |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.5M | Buy |
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|
2014
Q3 | $1.51M | Buy |
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|
2014
Q2 | $1.41M | Buy |
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|
2014
Q1 | $1.32M | Sell |
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|
2013
Q4 | $1.27M | Buy |
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|
2013
Q3 | $1.14M | Sell |
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|
2013
Q2 | $1.06M | Buy |
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