Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $387K | Buy |
|