Plancorp LLC’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 | $1.58M | Hold |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $955K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $532K | Hold |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $596K | Hold |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $640K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $722K | Buy |
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|
2018
Q4 | $615K | Sell |
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|
2018
Q3 | $651K | Sell |
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|
2018
Q2 | $578K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $522K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $252K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $532K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $480K | Buy |
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|
2013
Q4 | $437K | Buy |
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