Bailard’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 | $1.55M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $580K | Buy |
|
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|
2024
Q3 | $653K | Buy |
|
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $742K | Buy |
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|
2020
Q2 | $703K | Buy |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $516K | Buy |
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|
2019
Q2 | $487K | Buy |
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|
2019
Q1 | $446K | Buy |
|