Round Hill Asset Management’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 | $410K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $390K | Hold |
|
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $364K | Sell |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $370K | Hold |
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|
2018
Q4 | $330K | Hold |
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|
2018
Q3 | $332K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $344K | Hold |
|
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|
2017
Q3 | $352K | Hold |
|
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|
2017
Q2 | $342K | Hold |
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|
2017
Q1 | $305K | Hold |
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|
2016
Q4 | $299K | Buy |
|