Wimmer Associates 1’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 | $324K | Hold |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $400K | Hold |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $371K | Hold |
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|
2017
Q3 | $379K | Sell |
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|
2017
Q2 | $410K | Hold |
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|
2017
Q1 | $365K | Sell |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $399K | Sell |
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|
2016
Q2 | $442K | Sell |
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|
2016
Q1 | $1.17M | Sell |
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|
2015
Q4 | $1.44M | Buy |
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