EWM
Empirical Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
6,025
+762
| +14% | +$92.2K | 0.02% | 355 |
|
|
2025
Q1 | $587K | Sell |
5,263
-348
| -6% | -$38.8K | 0.02% | 378 |
|
|
2024
Q4 | $546K | Buy |
5,611
+2,496
| +80% | +$243K | 0.01% | 369 |
|
|
2024
Q3 | $358K | Sell |
3,115
-882
| -22% | -$101K | 0.01% | 431 |
|
|
2024
Q2 | $426K | Buy |
+3,997
| New | +$426K | 0.01% | 392 |
|
|
2024
Q1 | – | Sell |
-2,159
| Closed | -$218K | – | 540 |
|
|
2023
Q4 | $218K | Sell |
2,159
-640
| -23% | -$64.6K | 0.01% | 456 |
|
|
2023
Q3 | $285K | Buy |
+2,799
| New | +$285K | 0.01% | 378 |
|
|
2023
Q1 | – | Sell |
-2,437
| Closed | -$221K | – | 477 |
|
|
2022
Q4 | $221K | Buy |
+2,437
| New | +$221K | 0.01% | 418 |
|
|
2022
Q2 | – | Sell |
-2,553
| Closed | -$224K | – | 507 |
|
|
2022
Q1 | $224K | Sell |
2,553
-103
| -4% | -$9.04K | 0.01% | 454 |
|
|
2021
Q4 | $232K | Buy |
+2,656
| New | +$232K | 0.01% | 465 |
|
|
2021
Q1 | – | Sell |
-2,190
| Closed | -$207K | – | 407 |
|
|
2020
Q4 | $207K | Buy |
+2,190
| New | +$207K | 0.02% | 334 |
|
|
2020
Q2 | – | Sell |
-2,645
| Closed | -$218K | – | 341 |
|
|
2020
Q1 | $218K | Sell |
2,645
-482
| -15% | -$39.7K | 0.02% | 285 |
|
|
2019
Q4 | $296K | Sell |
3,127
-891
| -22% | -$84.3K | 0.03% | 257 |
|
|
2019
Q3 | $349K | Buy |
+4,018
| New | +$349K | 0.04% | 206 |
|