Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
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|
2025
Q4 | $1.53M | Buy |
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|
2025
Q3 | $1.42M | Hold |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.22M | Hold |
|
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.12M | Sell |
|
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $976K | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $620K | Buy |
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|
2021
Q1 | $540K | Sell |
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|
2020
Q4 | $643K | Sell |
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|
2020
Q3 | $594K | Sell |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $670K | Buy |
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