Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $233K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $365K | Hold |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $346K | Hold |
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|
2019
Q4 | $398K | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $551K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.79M | Buy |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $260K | Sell |
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|
2016
Q4 | $710K | Sell |
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|
2016
Q3 | $3.33M | Sell |
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|
2016
Q2 | $4.13M | Sell |
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|
2016
Q1 | $7.77M | Buy |
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|
2015
Q4 | $8.46M | Sell |
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|
2015
Q3 | $9.97M | Buy |
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|
2015
Q2 | $9.19M | Sell |
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|
2015
Q1 | $9.24M | Sell |
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|
2014
Q4 | $9.75M | Buy |
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|
2014
Q3 | $4.12M | Buy |
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|
2014
Q2 | $1.28M | Hold |
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|
2014
Q1 | $1.2M | Hold |
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|
2013
Q4 | $1.13M | Hold |
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|
2013
Q3 | $1.08M | Hold |
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|
2013
Q2 | $997K | Buy |
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