Laird Norton Wetherby 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 | $6.37M | Sell |
49,685
-279
| -0.6% | -$34K | 0.26% | 54 |
|
|
2025
Q2 | $6.05M | Buy |
+49,964
| New | +$5.63M | 0.27% | 59 |
|
|
2024
Q4 | $4.78M | Sell |
49,161
-2,904
| -6% | -$310K | 0.23% | 66 |
|
|
2024
Q3 | $5.99M | Buy |
52,065
+709
| +1% | +$80.4K | 0.27% | 60 |
|
|
2024
Q2 | $5.47M | Sell |
51,356
-384
| -0.7% | -$38.5K | 0.26% | 66 |
|
|
2024
Q1 | $5M | Sell |
51,740
-173
| -0.3% | -$17.7K | 0.24% | 70 |
|
|
2023
Q4 | $5.24M | Buy |
51,913
+1,093
| +2% | +$106K | 0.27% | 62 |
|
|
2023
Q3 | $5.18M | Buy |
50,820
+1,850
| +4% | +$188K | 0.29% | 60 |
|
|
2023
Q2 | $4.94M | Buy |
48,970
+4,062
| +9% | +$406K | 0.27% | 64 |
|
|
2023
Q1 | $4.13M | Buy |
44,908
+5
| +0% | +$437 | 0.24% | 75 |
|
|
2022
Q4 | $4.07M | Buy |
44,903
+2,780
| +7% | +$234K | 0.26% | 74 |
|
|
2022
Q3 | $3.2M | Sell |
42,123
-5,045
| -11% | -$418K | 0.23% | 81 |
|
|
2022
Q2 | $3.99M | Buy |
47,168
+1,483
| +3% | +$130K | 0.27% | 65 |
|
|
2022
Q1 | $4.01M | Buy |
45,685
+1,424
| +3% | +$123K | 0.23% | 80 |
|
|
2021
Q4 | $3.87M | Buy |
44,261
+1,123
| +3% | +$93.2K | 0.22% | 86 |
|
|
2021
Q3 | $3.53M | Buy |
43,138
+561
| +1% | +$50.5K | 0.22% | 85 |
|
|
2021
Q2 | $3.88M | Sell |
42,577
-291
| -0.7% | -$25.9K | 0.24% | 76 |
|
|
2021
Q1 | $3.66M | Buy |
42,868
+1,523
| +4% | +$137K | 0.28% | 68 |
|
|
2020
Q4 | $3.9M | Buy |
41,345
+862
| +2% | +$75.3K | 0.27% | 69 |
|
|
2020
Q3 | $3.52M | Sell |
40,483
-1,179
| -3% | -$102K | 0.31% | 64 |
|
|
2020
Q2 | $3.64M | Sell |
41,662
-95
| -0.2% | -$8.2K | 0.34% | 56 |
|
|
2020
Q1 | $3.44M | Buy |
41,757
+3,698
| +10% | +$330K | 0.39% | 48 |
|
|
2019
Q4 | $3.6M | Sell |
38,059
-881
| -2% | -$79.1K | 0.36% | 60 |
|
|
2019
Q3 | $3.38M | Buy |
38,940
+1,857
| +5% | +$167K | 0.35% | 60 |
|
|
2019
Q2 | $3.39M | Sell |
37,083
-2,211
| -6% | -$187K | 0.37% | 60 |
|
|
2019
Q1 | $3.38M | Buy |
39,294
+1,192
| +3% | +$95.7K | 0.42% | 50 |
|
|
2018
Q4 | $2.93M | Buy |
38,102
+2,798
| +8% | +$218K | 0.41% | 50 |
|
|
2018
Q3 | $2.73M | Buy |
35,304
+3,369
| +11% | +$249K | 0.34% | 67 |
|
|
2018
Q2 | $2.16M | Sell |
31,935
-3,093
| -9% | -$213K | 0.29% | 74 |
|
|
2018
Q1 | $2.54M | Buy |
35,028
+1,422
| +4% | +$108K | 0.35% | 63 |
|
|
2017
Q4 | $2.53M | Buy |
33,606
+1,429
| +4% | +$108K | 0.35% | 61 |
|
|
2017
Q3 | $2.48M | Buy |
32,177
+1,342
| +4% | +$101K | 0.37% | 60 |
|
|
2017
Q2 | $2.31M | Buy |
30,835
+1,700
| +6% | +$120K | 0.39% | 50 |
|
|
2017
Q1 | $1.94M | Sell |
29,135
-995
| -3% | -$66.3K | 0.35% | 60 |
|
|
2016
Q4 | $1.97M | Sell |
30,130
-5,302
| -15% | -$344K | 0.39% | 53 |
|
|
2016
Q3 | $2.51M | Buy |
35,432
+605
| +2% | +$44.1K | 0.51% | 37 |
|
|
2016
Q2 | $2.58M | Buy |
34,827
+7,919
| +29% | +$547K | 0.57% | 34 |
|
|
2016
Q1 | $1.75M | Buy |
26,908
+1,446
| +6% | +$98.4K | 0.41% | 47 |
|
|
2015
Q4 | $1.96M | Sell |
25,462
-1,810
| -7% | -$144K | 0.47% | 45 |
|
|
2015
Q3 | $2.25M | Buy |
27,272
+2,034
| +8% | +$181K | 0.58% | 33 |
|
|
2015
Q2 | $2.22M | Buy |
25,238
+802
| +3% | +$73.6K | 0.53% | 33 |
|
|
2015
Q1 | $2.16M | Sell |
24,436
-576
| -2% | -$51.1K | 0.53% | 34 |
|
|
2014
Q4 | $2.08M | Buy |
25,012
+674
| +3% | +$55.9K | 0.52% | 32 |
|
|
2014
Q3 | $2.05M | Buy |
24,338
+1,005
| +4% | +$81.3K | 0.57% | 30 |
|
|
2014
Q2 | $1.89M | Sell |
23,333
-783
| -3% | -$61.6K | 0.53% | 32 |
|
|
2014
Q1 | $1.84M | Buy |
24,116
+544
| +2% | +$39.6K | 0.53% | 34 |
|
|
2013
Q4 | $1.7M | Sell |
23,572
-674
| -3% | -$46.9K | 0.48% | 40 |
|
|
2013
Q3 | $1.67M | Buy |
24,246
+1,524
| +7% | +$101K | 0.52% | 35 |
|
|
2013
Q2 | $1.44M | Buy |
+22,722
| New | +$1.48M | 0.5% | 35 |
|
Other funds holding NVS
