Mattern 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
Q2 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $467K | Sell |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $940K | Buy |
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|
2019
Q4 | $962K | Buy |
|