Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $25K | Buy |
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $13.8M | Sell |
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|
2015
Q2 | $14.8M | Sell |
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|
2015
Q1 | $20.9M | Buy |
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|
2014
Q4 | $19.6M | Buy |
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|
2014
Q3 | $19.7M | Buy |
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|
2014
Q2 | $18.9M | Sell |
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|
2014
Q1 | $18M | Sell |
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|
2013
Q4 | $17M | Buy |
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|
2013
Q3 | $16.1M | Sell |
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|
2013
Q2 | $15.1M | Buy |
|