JPWM
Jamison Private Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
17,568
-110
| -0.6% | -$13.3K | 0.31% | 73 |
|
|
2025
Q1 | $1.97M | Sell |
17,678
-720
| -4% | -$80.3K | 0.3% | 81 |
|
|
2024
Q4 | $1.79M | Hold |
18,398
| – | – | 0.26% | 85 |
|
|
2024
Q3 | $2.12M | Hold |
18,398
| – | – | 0.32% | 74 |
|
|
2024
Q2 | $1.96M | Sell |
18,398
-226
| -1% | -$24.1K | 0.33% | 72 |
|
|
2024
Q1 | $1.8M | Sell |
18,624
-58
| -0.3% | -$5.61K | 0.3% | 78 |
|
|
2023
Q4 | $1.89M | Buy |
18,682
+48
| +0.3% | +$4.85K | 0.35% | 69 |
|
|
2023
Q3 | $1.9M | Buy |
+18,634
| New | +$1.9M | 0.39% | 68 |
|