StrongBox Wealth’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
$762K Buy
2025
Q2
$694K Hold
2025
Q1
$640K Buy
2024
Q4
$538K Sell
2024
Q3
$659K Buy
2024
Q2
$547K Buy
2024
Q1
$318K Buy
2023
Q4
$316K Buy
2023
Q3
$275K Sell
2023
Q2
$297K Buy
2023
Q1
$261K Buy
2022
Q4
$226K Buy
2022
Q3
Sell
2022
Q2
$207K Buy
2021
Q1
Sell
2020
Q4
$516K Sell
2020
Q3
$561K Sell
2020
Q2
$611K Buy
2020
Q1
$527K Buy