Lido Advisors’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 | $5.53M | Buy |
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|
2025
Q2 | $3.63M | Buy |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $601K | Sell |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $478K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $463K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $290K | Sell |
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|
2018
Q2 | $260K | Buy |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $269K | Buy |
|