Shoker Investment Counsel’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 | $299K | Hold |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $227K | Hold |
|
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|
2024
Q3 | $269K | Hold |
|
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|
2024
Q2 | $249K | Sell |
|
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|
2024
Q1 | $232K | Hold |
|
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $243K | Hold |
|
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $291K | Hold |
|
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|
2020
Q2 | $292K | Hold |
|
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $336K | Sell |
|
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|
2019
Q3 | $310K | Hold |
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|
2019
Q2 | $326K | Sell |
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|
2019
Q1 | $392K | Hold |
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|
2018
Q4 | $350K | Buy |
|
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $399K | Sell |
|
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $567K | Sell |
|
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|
2017
Q2 | $656K | Sell |
|
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|
2017
Q1 | $593K | Sell |
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|
2016
Q4 | $592K | Buy |
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|
2016
Q3 | $636K | Buy |
|
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|
2016
Q2 | $651K | Buy |
|
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|
2016
Q1 | $526K | Buy |
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|
2015
Q4 | $588K | Buy |
|
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|
2015
Q3 | $620K | Sell |
|
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|
2015
Q2 | $677K | Buy |
|
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|
2015
Q1 | $666K | Buy |
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|
2014
Q4 | $587K | Buy |
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|
2014
Q3 | $542K | Hold |
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|
2014
Q2 | $521K | Buy |
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|
2014
Q1 | $445K | Buy |
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|
2013
Q4 | $386K | Buy |
|