Edmond de Rothschild Holding’s Novartis NVS Stock Holding History

Edmond de Rothschild Holding’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$96.8K	Hold	800	–	–	﹤0.01%	418
2025 Q1	$89.2K	Hold	800	–	–	﹤0.01%	423
2024 Q4	$77.8K	Hold	800	–	–	﹤0.01%	465
2024 Q3	$92K	Hold	800	–	–	﹤0.01%	477
2024 Q2	$85.2K	Hold	800	–	–	﹤0.01%	514
2024 Q1	$77.4K	Hold	800	–	–	﹤0.01%	530
2023 Q4	$80.8K	Hold	800	–	–	﹤0.01%	521
2023 Q3	$81.5K	Hold	800	–	–	﹤0.01%	512
2023 Q2	$80.7K	Hold	800	–	–	﹤0.01%	526
2023 Q1	$73.6K	Sell	800 -942	-54%	-$86.7K	﹤0.01%	551
2022 Q4	$158K	Sell	1,742 -586	-25%	-$53.2K	﹤0.01%	499
2022 Q3	$177K	Sell	2,328 -97	-4%	-$7.38K	﹤0.01%	483
2022 Q2	$205K	Sell	2,425 -688	-22%	-$58.2K	0.01%	479
2022 Q1	$273K	Buy	3,113 +296	+11%	+$26K	0.01%	456
2021 Q4	$246K	Buy	2,817 +831	+42%	+$72.6K	0.01%	508
2021 Q3	$162K	Buy	1,986 +1,186	+148%	+$96.7K	﹤0.01%	569
2021 Q2	$73K	Hold	800	–	–	﹤0.01%	643
2021 Q1	$68K	Hold	800	–	–	﹤0.01%	596
2020 Q4	$76K	Hold	800	–	–	﹤0.01%	533
2020 Q3	$70K	Sell	800 -350	-30%	-$30.6K	﹤0.01%	492
2020 Q2	$101K	Hold	1,150	–	–	﹤0.01%	435
2020 Q1	$95K	Hold	1,150	–	–	0.01%	397
2019 Q4	$109K	Buy	1,150 +350	+44%	+$33.2K	﹤0.01%	412
2019 Q3	$70K	Hold	800	–	–	﹤0.01%	442
2019 Q2	$73K	Sell	800 -93	-10%	-$8.49K	﹤0.01%	436
2019 Q1	$77K	Hold	893	–	–	﹤0.01%	448
2018 Q4	$69K	Sell	893 -402	-31%	-$31.1K	﹤0.01%	493
2018 Q3	$100K	Hold	1,295	–	–	﹤0.01%	537
2018 Q2	$88K	Hold	1,295	–	–	﹤0.01%	548
2018 Q1	$94K	Hold	1,295	–	–	﹤0.01%	556
2017 Q4	$97K	Sell	1,295 -1,116	-46%	-$83.6K	﹤0.01%	572
2017 Q3	$184K	Buy	2,411 +1,116	+86%	+$85.2K	0.01%	507
2017 Q2	$97K	Hold	1,295	–	–	﹤0.01%	549
2017 Q1	$86K	Buy	1,295 +402	+45%	+$26.7K	﹤0.01%	561
2016 Q4	$58K	Buy	+893	New	+$58K	﹤0.01%	617