Perigon 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 | $2.17M | Buy |
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|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $152K | Sell |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $319K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $65K | Hold |
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|
2017
Q3 | $66K | Hold |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $308K | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $120K | Buy |
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|
2016
Q2 | $85K | Hold |
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|
2016
Q1 | $74K | Buy |
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