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Winch Advisory Services’s Novartis NVS Stock Holding History

Winch Advisory Services’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77K Buy
12
+1
+9% +$153 ﹤0.01% 437
2025
Q4 		$1.56K Hold
11
– – ﹤0.01% 435
2025
Q3 		$1.45K Hold
11
– – ﹤0.01% 444
2025
Q2 		$1.37K Hold
11
– – ﹤0.01% 436
2025
Q1 		$1.23K Hold
11
– – ﹤0.01% 441
2024
Q4 		$1.07K Buy
+11
New +$1.17K ﹤0.01% 476
2019
Q3 		– Sell
-40
Closed -$4K – 402
2019
Q2 		$4K Buy
+40
New +$3.38K ﹤0.01% 283
2016
Q2 		– Sell
-112
Closed -$7K – 274
2016
Q1 		$7K Hold
112
– – 0.01% 139
2015
Q4 		$9K Hold
112
– – 0.01% 140
2015
Q3 		$9K Hold
112
– – 0.01% 126
2015
Q2 		$10K Buy
+112
New +$10.3K 0.01% 180

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Bank of America
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BlackRock
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