Summit Securities 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 | $303K | Buy |
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|
2025
Q2 | $64.4K | Buy |
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|
2025
Q1 | $22.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.13M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $0 | Sell |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $529K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $108K | Buy |
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|
2015
Q1 | $49K | Buy |
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|
2014
Q4 | $19K | Sell |
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|
2014
Q3 | $38K | Sell |
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|
2014
Q2 | $199K | Sell |
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|
2014
Q1 | $332K | Buy |
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|
2013
Q4 | $145K | Sell |
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|
2013
Q3 | $169K | Hold |
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|
2013
Q2 | $156K | Buy |
|