Strategic 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 | $148K | Sell |
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|
2025
Q2 | $170K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.23M | Hold |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $86K | Buy |
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|
2019
Q2 | $337K | Sell |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $348K | Sell |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $621K | Buy |
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