PJSIMP
P.J. Schmidt Investment Management (PJS)’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,300
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $256K | Hold |
2,300
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $224K | Hold |
2,300
| – | – | 0.04% | 174 |
|
|
2024
Q3 | $265K | Hold |
2,300
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $245K | Hold |
2,300
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $222K | Hold |
2,300
| – | – | 0.04% | 168 |
|
|
2023
Q4 | $246K | Hold |
2,300
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $218K | Hold |
2,300
| – | – | 0.05% | 160 |
|
|
2023
Q2 | $241K | Hold |
2,300
| – | – | 0.05% | 155 |
|
|
2023
Q1 | $236K | Hold |
2,300
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $209K | Buy |
+2,300
| New | +$209K | 0.05% | 164 |
|
|
2016
Q4 | – | Sell |
-17,630
| Closed | -$1.39M | – | 128 |
|
|
2016
Q3 | $1.39M | Sell |
17,630
-3,990
| -18% | -$315K | 0.52% | 62 |
|
|
2016
Q2 | $1.78M | Buy |
21,620
+240
| +1% | +$19.8K | 0.66% | 52 |
|
|
2016
Q1 | $1.55M | Buy |
21,380
+4,910
| +30% | +$356K | 0.61% | 54 |
|
|
2015
Q4 | $1.42M | Buy |
16,470
+600
| +4% | +$51.6K | 0.57% | 58 |
|
|
2015
Q3 | $1.46M | Buy |
15,870
+50
| +0.3% | +$4.6K | 0.64% | 51 |
|
|
2015
Q2 | $1.56M | Buy |
15,820
+225
| +1% | +$22.1K | 0.61% | 50 |
|
|
2015
Q1 | $1.54M | Sell |
15,595
-575
| -4% | -$56.7K | 0.6% | 50 |
|
|
2014
Q4 | $1.5M | Buy |
16,170
+80
| +0.5% | +$7.41K | 0.59% | 51 |
|
|
2014
Q3 | $1.52M | Buy |
16,090
+514
| +3% | +$48.4K | 0.62% | 53 |
|
|
2014
Q2 | $1.41M | Buy |
15,576
+32
| +0.2% | +$2.9K | 0.55% | 52 |
|
|
2014
Q1 | $1.32M | Sell |
15,544
-200
| -1% | -$17K | 0.52% | 53 |
|
|
2013
Q4 | $1.27M | Buy |
15,744
+830
| +6% | +$66.7K | 0.54% | 55 |
|
|
2013
Q3 | $1.14M | Sell |
14,914
-25
| -0.2% | -$1.92K | 0.52% | 59 |
|
|
2013
Q2 | $1.06M | Buy |
+14,939
| New | +$1.06M | 0.51% | 59 |
|