Moneta Group Investment Advisors’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 | $475K | Buy |
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|
2025
Q2 | $424K | Sell |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q2 | $200K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $27K | Sell |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $174K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $463K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $139K | Sell |
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|
2015
Q2 | $314K | Buy |
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