Aspiriant 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 | $244K | Sell |
|
|||||
|
2025
Q2 | $247K | Sell |
|
|||||
|
2025
Q1 | $250K | Sell |
|
|||||
|
2024
Q4 | $270K | Sell |
|
|||||
|
2024
Q3 | $323K | Buy |
|
|||||
|
2024
Q2 | $272K | Sell |
|
|||||
|
2024
Q1 | $304K | Hold |
|
|||||
|
2023
Q4 | $318K | Sell |
|
|||||
|
2023
Q3 | $387K | Buy |
|
|||||
|
2023
Q2 | $301K | Buy |
|
|||||
|
2023
Q1 | $252K | Buy |
|
|||||
|
2022
Q4 | $203K | Sell |
|
|||||
|
2022
Q3 | $336K | Buy |
|
|||||
|
2022
Q2 | $374K | Sell |
|
|||||
|
2022
Q1 | $402K | Sell |
|
|||||
|
2021
Q4 | $401K | Buy |
|
|||||
|
2021
Q3 | $321K | Hold |
|
|||||
|
2021
Q2 | $359K | Buy |
|
|||||
|
2021
Q1 | $234K | Hold |
|
|||||
|
2020
Q4 | $257K | Sell |
|
|||||
|
2020
Q3 | $367K | Buy |
|
|||||
|
2020
Q2 | $321K | Sell |
|
|||||
|
2020
Q1 | $440K | Buy |
|
|||||
|
2019
Q4 | $498K | Buy |
|
|||||
|
2019
Q3 | $454K | Sell |
|
|||||
|
2019
Q2 | $515K | Sell |
|
|||||
|
2019
Q1 | $558K | Sell |
|
|||||
|
2018
Q4 | $585K | Sell |
|
|||||
|
2018
Q3 | $623K | Sell |
|
|||||
|
2018
Q2 | $592K | Sell |
|
|||||
|
2018
Q1 | $677K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $606K | Sell |
|
|||||
|
2017
Q2 | $867K | Sell |
|
|||||
|
2017
Q1 | $839K | Sell |
|
|||||
|
2016
Q4 | $1.01M | Buy |
|
|||||
|
2016
Q3 | $1.05M | Sell |
|
|||||
|
2016
Q2 | $1.35M | Sell |
|
|||||
|
2016
Q1 | $1.01M | Buy |
|