West Branch Capital’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 | $12.8K | Hold |
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|
2025
Q2 | $12.1K | Sell |
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|
2025
Q1 | $15.6K | Hold |
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|
2024
Q4 | $13.6K | Sell |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $21.3K | Hold |
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|
2024
Q1 | $19.3K | Hold |
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|
2023
Q4 | $20.2K | Hold |
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|
2023
Q3 | $20.4K | Hold |
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|
2023
Q2 | $20.2K | Hold |
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|
2023
Q1 | $18.4K | Hold |
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|
2022
Q4 | $18.1K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Buy |
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