PDS Planning’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 | $1.21M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $992K | Buy |
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|
2024
Q4 | $778K | Sell |
|
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|
2024
Q3 | $933K | Buy |
|
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|
2024
Q2 | $860K | Buy |
|
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|
2024
Q1 | $751K | Buy |
|
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|
2023
Q4 | $778K | Buy |
|
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|
2023
Q3 | $756K | Buy |
|
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|
2023
Q2 | $682K | Buy |
|
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|
2023
Q1 | $481K | Buy |
|
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $303K | Buy |
|
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|
2022
Q1 | $281K | Buy |
|
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $239K | Sell |
|
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $233K | Buy |
|
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $218K | Buy |
|
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|
2020
Q2 | $218K | Buy |
|