Measured Wealth Private Client Group’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
$33.2K Buy
2020
Q4
Sell
2020
Q3
$242K Buy
2020
Q1
Sell
2019
Q4
$250K Sell
2019
Q3
$295K Sell
2019
Q2
$588K Sell
2019
Q1
$685K Buy
2018
Q4
$478K Sell
2018
Q3
$485K Buy
2018
Q2
$417K Buy