Whalerock Point Partners’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 | $294K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $374K | Buy |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $197K | Sell |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $326K | Hold |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $226K | Buy |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $314K | Hold |
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|
2015
Q2 | $336K | Sell |
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|
2015
Q1 | $347K | Buy |
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|
2014
Q4 | $317K | Hold |
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|
2014
Q3 | $322K | Hold |
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|
2014
Q2 | $310K | Hold |
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|
2014
Q1 | $291K | Hold |
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|
2013
Q4 | $275K | Buy |
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