Klingman & Associates’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 | $512K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $277K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $27K | Buy |
|