Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
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|
2025
Q1 | $5.79M | Sell |
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|
2024
Q4 | $5.1M | Buy |
|
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|
2024
Q3 | $5.96M | Sell |
|
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|
2024
Q2 | $5.52M | Sell |
|
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|
2024
Q1 | $5.11M | Sell |
|
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|
2023
Q4 | $5.38M | Sell |
|
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|
2023
Q3 | $5.47M | Buy |
|
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|
2023
Q2 | $5.38M | Buy |
|
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|
2023
Q1 | $4.88M | Buy |
|
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|
2022
Q4 | $4.47M | Sell |
|
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|
2022
Q3 | $3.76M | Buy |
|
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|
2022
Q2 | $4.09M | Buy |
|
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|
2022
Q1 | $4.12M | Buy |
|