BSW 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 | $386K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $755K | Sell |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $815K | Buy |
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|
2022
Q3 | $589K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $733K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $240K | Buy |
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