MWM
Mattern Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+1,709
| New | +$207K | 0.04% | 156 |
|
|
2024
Q4 | – | Sell |
-3,325
| Closed | -$382K | – | 177 |
|
|
2024
Q3 | $382K | Sell |
3,325
-74
| -2% | -$8.51K | 0.08% | 125 |
|
|
2024
Q2 | $362K | Sell |
3,399
-433
| -11% | -$46.1K | 0.09% | 126 |
|
|
2024
Q1 | $371K | Hold |
3,832
| – | – | 0.09% | 128 |
|
|
2023
Q4 | $387K | Sell |
3,832
-53
| -1% | -$5.35K | 0.1% | 124 |
|
|
2023
Q3 | $396K | Sell |
3,885
-12
| -0.3% | -$1.22K | 0.12% | 117 |
|
|
2023
Q2 | $393K | Sell |
3,897
-53
| -1% | -$5.35K | 0.11% | 119 |
|
|
2023
Q1 | $363K | Sell |
3,950
-79
| -2% | -$7.27K | 0.12% | 128 |
|
|
2022
Q4 | $366K | Hold |
4,029
| – | – | 0.15% | 118 |
|
|
2022
Q3 | $306K | Hold |
4,029
| – | – | 0.12% | 120 |
|
|
2022
Q2 | $341K | Hold |
4,029
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $354K | Sell |
4,029
-85
| -2% | -$7.47K | 0.12% | 114 |
|
|
2021
Q4 | $360K | Sell |
4,114
-446
| -10% | -$39K | 0.11% | 125 |
|
|
2021
Q3 | $373K | Sell |
4,560
-535
| -11% | -$43.8K | 0.13% | 123 |
|
|
2021
Q2 | $467K | Sell |
5,095
-759
| -13% | -$69.6K | 0.15% | 117 |
|
|
2021
Q1 | $500K | Sell |
5,854
-5,638
| -49% | -$482K | 0.18% | 105 |
|
|
2020
Q4 | $1.09M | Sell |
11,492
-872
| -7% | -$82.3K | 0.41% | 72 |
|
|
2020
Q3 | $1.08M | Sell |
12,364
-636
| -5% | -$55.3K | 0.46% | 66 |
|
|
2020
Q2 | $1.14M | Buy |
13,000
+1,600
| +14% | +$140K | 0.55% | 58 |
|
|
2020
Q1 | $940K | Buy |
11,400
+1,245
| +12% | +$103K | 0.68% | 50 |
|
|
2019
Q4 | $962K | Buy |
+10,155
| New | +$962K | 0.58% | 68 |
|