LNWWM
Laird Norton Wetherby Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
+49,964
| New | +$6.05M | 0.27% | 59 |
|
|
2024
Q4 | $4.78M | Sell |
49,161
-2,904
| -6% | -$283K | 0.23% | 66 |
|
|
2024
Q3 | $5.99M | Buy |
52,065
+709
| +1% | +$81.5K | 0.27% | 60 |
|
|
2024
Q2 | $5.47M | Sell |
51,356
-384
| -0.7% | -$40.9K | 0.26% | 66 |
|
|
2024
Q1 | $5M | Sell |
51,740
-173
| -0.3% | -$16.7K | 0.24% | 70 |
|
|
2023
Q4 | $5.24M | Buy |
51,913
+1,093
| +2% | +$110K | 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% | +$410K | 0.27% | 64 |
|
|
2023
Q1 | $4.13M | Buy |
44,908
+5
| +0% | +$460 | 0.24% | 75 |
|
|
2022
Q4 | $4.07M | Buy |
44,903
+2,780
| +7% | +$252K | 0.26% | 74 |
|
|
2022
Q3 | $3.2M | Sell |
42,123
-5,045
| -11% | -$383K | 0.23% | 81 |
|
|
2022
Q2 | $3.99M | Buy |
47,168
+1,483
| +3% | +$125K | 0.27% | 65 |
|
|
2022
Q1 | $4.01M | Buy |
45,685
+1,424
| +3% | +$125K | 0.23% | 80 |
|
|
2021
Q4 | $3.87M | Buy |
44,261
+1,123
| +3% | +$98.2K | 0.22% | 86 |
|
|
2021
Q3 | $3.53M | Buy |
43,138
+561
| +1% | +$45.9K | 0.22% | 85 |
|
|
2021
Q2 | $3.89M | Sell |
42,577
-291
| -0.7% | -$26.6K | 0.24% | 76 |
|
|
2021
Q1 | $3.66M | Buy |
42,868
+1,523
| +4% | +$130K | 0.28% | 68 |
|
|
2020
Q4 | $3.9M | Buy |
41,345
+862
| +2% | +$81.4K | 0.26% | 69 |
|
|
2020
Q3 | $3.52M | Sell |
40,483
-1,179
| -3% | -$103K | 0.31% | 64 |
|
|
2020
Q2 | $3.64M | Sell |
41,662
-95
| -0.2% | -$8.3K | 0.34% | 56 |
|
|
2020
Q1 | $3.44M | Buy |
41,757
+3,698
| +10% | +$305K | 0.39% | 48 |
|
|
2019
Q4 | $3.6M | Sell |
38,059
-881
| -2% | -$83.4K | 0.36% | 60 |
|
|
2019
Q3 | $3.38M | Buy |
38,940
+1,857
| +5% | +$161K | 0.35% | 60 |
|
|
2019
Q2 | $3.39M | Buy |
37,083
+1,873
| +5% | +$171K | 0.37% | 60 |
|
|
2019
Q1 | $3.39M | Buy |
35,210
+1,068
| +3% | +$103K | 0.42% | 50 |
|
|
2018
Q4 | $2.93M | Buy |
34,142
+2,508
| +8% | +$215K | 0.41% | 50 |
|
|
2018
Q3 | $2.73M | Buy |
31,634
+3,018
| +11% | +$260K | 0.34% | 67 |
|
|
2018
Q2 | $2.16M | Sell |
28,616
-2,771
| -9% | -$209K | 0.29% | 74 |
|
|
2018
Q1 | $2.54M | Buy |
31,387
+1,274
| +4% | +$103K | 0.35% | 63 |
|
|
2017
Q4 | $2.53M | Buy |
30,113
+1,281
| +4% | +$108K | 0.35% | 61 |
|
|
2017
Q3 | $2.48M | Buy |
28,832
+1,202
| +4% | +$103K | 0.37% | 60 |
|
|
2017
Q2 | $2.31M | Buy |
27,630
+1,523
| +6% | +$127K | 0.39% | 50 |
|
|
2017
Q1 | $1.94M | Sell |
26,107
-891
| -3% | -$66.2K | 0.35% | 60 |
|
|
2016
Q4 | $1.97M | Sell |
26,998
-4,751
| -15% | -$346K | 0.39% | 53 |
|
|
2016
Q3 | $2.51M | Buy |
31,749
+542
| +2% | +$42.8K | 0.51% | 37 |
|
|
2016
Q2 | $2.58M | Buy |
31,207
+7,096
| +29% | +$586K | 0.57% | 34 |
|
|
2016
Q1 | $1.75M | Buy |
24,111
+1,296
| +6% | +$93.9K | 0.41% | 47 |
|
|
2015
Q4 | $1.96M | Sell |
22,815
-1,622
| -7% | -$140K | 0.47% | 45 |
|
|
2015
Q3 | $2.25M | Buy |
24,437
+1,822
| +8% | +$167K | 0.58% | 33 |
|
|
2015
Q2 | $2.22M | Buy |
22,615
+719
| +3% | +$70.7K | 0.53% | 33 |
|
|
2015
Q1 | $2.16M | Sell |
21,896
-516
| -2% | -$50.9K | 0.53% | 34 |
|
|
2014
Q4 | $2.08M | Buy |
22,412
+604
| +3% | +$56K | 0.52% | 32 |
|
|
2014
Q3 | $2.05M | Buy |
21,808
+900
| +4% | +$84.7K | 0.57% | 30 |
|
|
2014
Q2 | $1.89M | Sell |
20,908
-701
| -3% | -$63.4K | 0.53% | 32 |
|
|
2014
Q1 | $1.84M | Buy |
21,609
+487
| +2% | +$41.4K | 0.53% | 34 |
|
|
2013
Q4 | $1.7M | Sell |
21,122
-604
| -3% | -$48.6K | 0.48% | 40 |
|
|
2013
Q3 | $1.67M | Buy |
21,726
+1,366
| +7% | +$105K | 0.52% | 35 |
|
|
2013
Q2 | $1.44M | Buy |
+20,360
| New | +$1.44M | 0.5% | 35 |
|