Walter & Keenan 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
Q3 | $333K | Buy |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $565K | Hold |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $611K | Hold |
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|
2021
Q2 | $682K | Hold |
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|
2021
Q1 | $639K | Hold |
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|
2020
Q4 | $706K | Hold |
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|
2020
Q3 | $650K | Hold |
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|
2020
Q2 | $653K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $708K | Hold |
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|
2019
Q3 | $649K | Hold |
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|
2019
Q2 | $682K | Buy |
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|
2019
Q1 | $608K | Buy |
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|
2018
Q4 | $523K | Hold |
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|
2018
Q3 | $526 | Hold |
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|
2018
Q2 | $461K | Sell |
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|
2018
Q1 | $534K | Sell |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $1.95M | Hold |
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|
2017
Q2 | $1.89M | Hold |
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|
2017
Q1 | $1.68M | Hold |
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|
2016
Q4 | $1.65M | Buy |
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|
2016
Q3 | $1.77M | Hold |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.89M | Hold |
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|
2015
Q3 | $2.02M | Hold |
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|
2015
Q2 | $2.16M | Hold |
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|
2015
Q1 | $2.16M | Hold |
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|
2014
Q4 | $2.03M | Hold |
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|
2014
Q3 | $2.07M | Hold |
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|
2014
Q2 | $1.99M | Buy |
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|
2014
Q1 | $1.84M | Buy |
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