HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17M | Buy |
|
|||||
|
2025
Q2 | $1.62M | Buy |
|
|||||
|
2025
Q1 | $1.26M | Buy |
|
|||||
|
2024
Q4 | $656K | Buy |
|
|||||
|
2024
Q3 | $714K | Buy |
|
|||||
|
2024
Q2 | $606K | Hold |
|
|||||
|
2024
Q1 | $551K | Buy |
|
|||||
|
2023
Q4 | $442K | Sell |
|
|||||
|
2023
Q3 | $476K | Buy |
|
|||||
|
2023
Q2 | $459K | Sell |
|
|||||
|
2023
Q1 | $432K | Buy |
|
|||||
|
2022
Q4 | $367K | Buy |
|
|||||
|
2022
Q3 | $297K | Buy |
|
|||||
|
2022
Q2 | $273K | Buy |
|
|||||
|
2022
Q1 | $266K | Buy |
|