Summit Trail Advisors’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 | $905K | Buy |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $366K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.68M | Buy |
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