Litman Gregory 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
Q4 | $64.8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $37K | Sell |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $77K | Buy |
|