Principle Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $729K | Sell |
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|
2025
Q4 | $662K | Sell |
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|
2025
Q3 | $618K | Sell |
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|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $405 | Hold |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $621K | Sell |
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|
2021
Q1 | $684K | Buy |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $46K | Buy |
|