Baker Tilly Wealth 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
Q3 | $528K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $368K | Sell |
|
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|
2024
Q3 | $444K | Buy |
|
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|
2024
Q2 | $387K | Sell |
|
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|
2024
Q1 | $523K | Sell |
|
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|
2023
Q4 | $554K | Sell |
|
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $1.96M | Buy |
|
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|
2023
Q1 | $1.66M | Sell |
|
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $1.97M | Sell |
|
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|
2022
Q2 | $2.36M | Buy |
|
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|
2022
Q1 | $2.21M | Buy |
|
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.84M | Buy |
|
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $662K | Buy |
|