Private Wealth Partners’s Novartis NVS Stock Holding History

Private Wealth Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	2,312 +500	+28%	+$60.5K	0.02%	145
2025 Q1	$202K	Buy	+1,812	New	+$202K	0.02%	158
2024 Q3	–	Sell	-2,590	Closed	-$276K	–	172
2024 Q2	$276K	Hold	2,590	–	–	0.02%	144
2024 Q1	$251K	Buy	2,590 +56	+2%	+$5.42K	0.02%	145
2023 Q4	$256K	Hold	2,534	–	–	0.02%	145
2023 Q3	$258K	Hold	2,534	–	–	0.02%	130
2023 Q2	$256K	Hold	2,534	–	–	0.02%	134
2023 Q1	$233K	Buy	+2,534	New	+$233K	0.02%	140
2021 Q1	–	Sell	-3,276	Closed	-$309K	–	100
2020 Q4	$309K	Sell	3,276 -923	-22%	-$87.1K	0.03%	98
2020 Q3	$365K	Hold	4,199	–	–	0.04%	85
2020 Q2	$367K	Hold	4,199	–	–	0.05%	84
2020 Q1	$346K	Hold	4,199	–	–	0.06%	92
2019 Q4	$398K	Buy	4,199 +1,130	+37%	+$107K	0.05%	96
2019 Q3	$267K	Sell	3,069 -1,500	-33%	-$130K	0.04%	102
2019 Q2	$417K	Sell	4,569 -1,825	-29%	-$167K	0.06%	94
2019 Q1	$551K	Buy	+6,394	New	+$551K	0.09%	80
2017 Q4	–	Sell	-23,324	Closed	-$1.79M	–	131
2017 Q3	$1.79M	Buy	23,324 +19,083	+450%	+$1.47M	0.36%	56
2017 Q2	$317K	Buy	4,241 +335	+9%	+$25K	0.07%	95
2017 Q1	$260K	Sell	3,906 -6,975	-64%	-$464K	0.06%	95
2016 Q4	$710K	Sell	10,881 -36,186	-77%	-$2.36M	0.17%	68
2016 Q3	$3.33M	Sell	47,067 -8,861	-16%	-$627K	0.8%	38
2016 Q2	$4.14M	Sell	55,928 -63,763	-53%	-$4.71M	0.99%	34
2016 Q1	$7.77M	Buy	119,691 +10,022	+9%	+$651K	1.87%	16
2015 Q4	$8.46M	Sell	109,669 -11,417	-9%	-$880K	1.98%	14
2015 Q3	$9.97M	Buy	121,086 +16,818	+16%	+$1.39M	2.51%	9
2015 Q2	$9.19M	Sell	104,268 -335	-0.3%	-$29.5K	2.08%	11
2015 Q1	$9.24M	Sell	104,603 -12,789	-11%	-$1.13M	2.13%	11
2014 Q4	$9.75M	Buy	117,392 +68,567	+140%	+$5.69M	2.29%	12
2014 Q3	$4.12M	Buy	48,825 +33,089	+210%	+$2.79M	0.9%	34
2014 Q2	$1.28M	Hold	15,736	–	–	0.28%	82
2014 Q1	$1.2M	Hold	15,736	–	–	0.28%	80
2013 Q4	$1.13M	Hold	15,736	–	–	0.25%	83
2013 Q3	$1.08M	Hold	15,736	–	–	0.26%	85
2013 Q2	$997K	Buy	+15,736	New	+$997K	0.25%	84