Keudell/Morrison 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
Q2 | $342K | Hold |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $217K | Buy |
|