Weatherly Asset 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 | $345K | Sell |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $342K | Hold |
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|
2017
Q4 | $355K | Buy |
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|
2017
Q3 | $200K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $237K | Hold |
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|
2016
Q1 | $208K | Hold |
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|
2015
Q4 | $247K | Buy |
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