SVB 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 | $450K | Sell |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $869K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $925K | Sell |
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|
2020
Q1 | $928K | Buy |
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|
2019
Q4 | $904K | Buy |
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|
2019
Q3 | $733K | Buy |
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|
2019
Q2 | $766K | Sell |
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|
2019
Q1 | $772K | Sell |
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|
2018
Q4 | $821K | Sell |
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|
2018
Q3 | $954K | Sell |
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|
2018
Q2 | $929K | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.64M | Sell |
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|
2017
Q1 | $1.99M | Sell |
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|
2016
Q4 | $2.25M | Sell |
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|
2016
Q3 | $2.73M | Sell |
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|
2016
Q2 | $3.21M | Sell |
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|
2016
Q1 | $3.75M | Sell |
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|
2015
Q4 | $4.94M | Sell |
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|
2015
Q3 | $9.79M | Sell |
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|
2015
Q2 | $11.8M | Sell |
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|
2015
Q1 | $12.2M | Buy |
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|
2014
Q4 | $9.7M | Buy |
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