Modera 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
Q3 | $674K | Buy |
|
|||||
|
2025
Q2 | $636K | Sell |
|
|||||
|
2025
Q1 | $602K | Sell |
|
|||||
|
2024
Q4 | $562K | Buy |
|
|||||
|
2024
Q3 | $625K | Buy |
|
|||||
|
2024
Q2 | $563K | Sell |
|
|||||
|
2024
Q1 | $750K | Sell |
|
|||||
|
2023
Q4 | $785K | Buy |
|
|||||
|
2023
Q3 | $770K | Buy |
|
|||||
|
2023
Q2 | $753K | Buy |
|
|||||
|
2023
Q1 | $392K | Sell |
|
|||||
|
2022
Q4 | $441K | Buy |
|
|||||
|
2022
Q3 | $319K | Sell |
|
|||||
|
2022
Q2 | $371K | Buy |
|
|||||
|
2022
Q1 | $373K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $260K | Buy |
|
|||||
|
2020
Q4 | $215K | Buy |
|