Patton Albertson Miller Group’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 | $546K | Sell |
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|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $582K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $861K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.43M | Hold |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $439K | Hold |
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|
2017
Q2 | $437K | Sell |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $489K | Sell |
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|
2016
Q3 | $564K | Sell |
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|
2016
Q2 | $675K | Sell |
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|
2016
Q1 | $676K | Sell |
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|
2015
Q4 | $847K | Sell |
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|
2015
Q3 | $1.66M | Sell |
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|
2015
Q2 | $1.86M | Sell |
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|
2015
Q1 | $1.92M | Buy |
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|
2014
Q4 | $1.68M | Buy |
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|
2014
Q3 | $794K | Buy |
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|
2014
Q2 | $762K | Sell |
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|
2014
Q1 | $817K | Buy |
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|
2013
Q4 | $750K | Buy |
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|
2013
Q3 | $708K | Sell |
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|
2013
Q2 | $671K | Buy |
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