GW & Wade’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $935K | Sell |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $895K | Buy |
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|
2021
Q2 | $928K | Buy |
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|
2021
Q1 | $839K | Buy |
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|
2020
Q4 | $501K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $218K | Sell |
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|
2016
Q2 | $1.1M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $274K | Buy |
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