Live Oak Private Wealth’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 | $9.88M | Buy |
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|
2025
Q2 | $9.27M | Sell |
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|
2025
Q1 | $8.55M | Buy |
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|
2024
Q4 | $7.34M | Sell |
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|
2024
Q3 | $8.76M | Sell |
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|
2024
Q2 | $8.44M | Sell |
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|
2024
Q1 | $7.78M | Sell |
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|
2023
Q4 | $8.15M | Sell |
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|
2023
Q3 | $8.28M | Buy |
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|
2023
Q2 | $8.19M | Sell |
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|
2023
Q1 | $7.5M | Buy |
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|
2022
Q4 | $6.85M | Buy |
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|
2022
Q3 | $5.67M | Buy |
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|
2022
Q2 | $6.23M | Buy |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $6.07M | Buy |
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|
2021
Q3 | $5.44M | Buy |
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|
2021
Q2 | $5.6M | Buy |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $4.94M | Buy |
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|
2020
Q3 | $4.18M | Sell |
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|
2020
Q2 | $4.22M | Buy |
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|
2020
Q1 | $238K | Buy |
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