Circle 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 | $695K | Buy |
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|
2025
Q2 | $589K | Sell |
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|
2025
Q1 | $571K | Hold |
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|
2024
Q4 | $498K | Buy |
|
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|
2024
Q3 | $555K | Sell |
|
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $506K | Buy |
|
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $442K | Hold |
|
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $225K | Buy |
|