Edmond de Rothschild Holding’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 | $103K | Hold |
|
|||||
|
2025
Q2 | $96.8K | Hold |
|
|||||
|
2025
Q1 | $89.2K | Hold |
|
|||||
|
2024
Q4 | $77.8K | Hold |
|
|||||
|
2024
Q3 | $92K | Hold |
|
|||||
|
2024
Q2 | $85.2K | Hold |
|
|||||
|
2024
Q1 | $77.4K | Hold |
|
|||||
|
2023
Q4 | $80.8K | Hold |
|
|||||
|
2023
Q3 | $81.5K | Hold |
|
|||||
|
2023
Q2 | $80.7K | Hold |
|
|||||
|
2023
Q1 | $73.6K | Sell |
|
|||||
|
2022
Q4 | $158K | Sell |
|
|||||
|
2022
Q3 | $177K | Sell |
|
|||||
|
2022
Q2 | $205K | Sell |
|
|||||
|
2022
Q1 | $273K | Buy |
|
|||||
|
2021
Q4 | $246K | Buy |
|
|||||
|
2021
Q3 | $162K | Buy |
|
|||||
|
2021
Q2 | $73K | Hold |
|
|||||
|
2021
Q1 | $68K | Hold |
|
|||||
|
2020
Q4 | $76K | Hold |
|
|||||
|
2020
Q3 | $70K | Sell |
|
|||||
|
2020
Q2 | $101K | Hold |
|
|||||
|
2020
Q1 | $95K | Hold |
|
|||||
|
2019
Q4 | $109K | Buy |
|
|||||
|
2019
Q3 | $70K | Hold |
|
|||||
|
2019
Q2 | $73K | Sell |
|
|||||
|
2019
Q1 | $77K | Hold |
|
|||||
|
2018
Q4 | $69K | Sell |
|
|||||
|
2018
Q3 | $100K | Hold |
|
|||||
|
2018
Q2 | $88K | Hold |
|
|||||
|
2018
Q1 | $94K | Hold |
|
|||||
|
2017
Q4 | $97K | Sell |
|
|||||
|
2017
Q3 | $184K | Buy |
|
|||||
|
2017
Q2 | $97K | Hold |
|
|||||
|
2017
Q1 | $86K | Buy |
|
|||||
|
2016
Q4 | $58K | Buy |
|