RSWM
Robertson Stephens Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,134
| Closed | -$349K | – | 571 |
|
|
2025
Q1 | $349K | Sell |
3,134
-392
| -11% | -$43.7K | 0.01% | 419 |
|
|
2024
Q4 | $343K | Buy |
3,526
+210
| +6% | +$20.4K | 0.01% | 433 |
|
|
2024
Q3 | $381K | Sell |
3,316
-140
| -4% | -$16.1K | 0.01% | 473 |
|
|
2024
Q2 | $368K | Buy |
3,456
+47
| +1% | +$5K | 0.02% | 377 |
|
|
2024
Q1 | $342K | Sell |
3,409
-170
| -5% | -$17.1K | 0.02% | 402 |
|
|
2023
Q4 | $361K | Hold |
3,579
| – | – | 0.02% | 351 |
|
|
2023
Q3 | $365K | Hold |
3,579
| – | – | 0.02% | 355 |
|
|
2023
Q2 | $361K | Hold |
3,579
| – | – | 0.03% | 326 |
|
|
2023
Q1 | $329K | Sell |
3,579
-130
| -4% | -$12K | 0.03% | 350 |
|
|
2022
Q4 | $336K | Hold |
3,709
| – | – | 0.03% | 314 |
|
|
2022
Q3 | $281K | Sell |
3,709
-173
| -4% | -$13.1K | 0.03% | 286 |
|
|
2022
Q2 | $328K | Sell |
3,882
-305
| -7% | -$25.8K | 0.03% | 284 |
|
|
2022
Q1 | $367K | Sell |
4,187
-251
| -6% | -$22K | 0.03% | 282 |
|
|
2021
Q4 | $388K | Sell |
4,438
-115
| -3% | -$10.1K | 0.03% | 290 |
|
|
2021
Q3 | $372K | Sell |
4,553
-222
| -5% | -$18.1K | 0.04% | 229 |
|
|
2021
Q2 | $435K | Buy |
4,775
+239
| +5% | +$21.8K | 0.05% | 220 |
|
|
2021
Q1 | $387K | Buy |
+4,536
| New | +$387K | 0.06% | 203 |
|