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	+470	New	+$61.5K	﹤0.01%	211
2021 Q2	–	Sell	-469	Closed	-$40K	–	149
2021 Q1	$40K	Hold	469	–	–	0.01%	105
2020 Q4	$44K	Hold	469	–	–	0.01%	103
2020 Q3	$41K	Hold	469	–	–	0.01%	103
2020 Q2	$41K	Hold	469	–	–	0.01%	100
2020 Q1	$39K	Sell	469 -61	-12%	-$5.44K	0.01%	92
2019 Q4	$50K	Buy	530 +130	+33%	+$11.7K	0.01%	93
2019 Q3	$35K	Hold	400	–	–	0.01%	87
2019 Q2	$37K	Sell	400 -46	-10%	-$3.89K	0.01%	104
2019 Q1	$38K	Hold	446	–	–	0.01%	74
2018 Q4	$34K	Hold	446	–	–	0.01%	80
2018 Q3	$34K	Hold	446	–	–	0.01%	65
2018 Q2	$30K	Sell	446 -614	-58%	-$42.4K	0.01%	62
2018 Q1	$77K	Buy	+1,060	New	+$80.7K	0.03%	67