Baldwin Wealth Partners’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 | $4.34M | Sell |
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|
2025
Q2 | $4.56M | Sell |
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|
2025
Q1 | $4.62M | Sell |
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|
2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $6.3M | Buy |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $5.35M | Buy |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $4.76M | Buy |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $148K | Sell |
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|
2021
Q3 | $179K | Buy |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $171K | Buy |
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|
2020
Q2 | $166K | Hold |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | $158K | Buy |
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|
2019
Q2 | $20K | Sell |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $17K | Sell |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $22K | Sell |
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|
2016
Q2 | $9.26M | Buy |
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|
2016
Q1 | $7.65M | Buy |
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|
2015
Q4 | $8.25M | Sell |
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|
2015
Q3 | $11.1M | Buy |
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|
2015
Q2 | $11.6M | Buy |
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|
2015
Q1 | $11.6M | Sell |
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|
2014
Q4 | $11.7M | Buy |
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|
2014
Q3 | $11.5M | Buy |
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|
2014
Q2 | $10.5M | Buy |
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|
2014
Q1 | $9.77M | Sell |
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|
2013
Q4 | $9.46M | Sell |
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|
2013
Q3 | $9.35M | Sell |
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|
2013
Q2 | $10.4M | Buy |
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