Wulff, Hansen & Co’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
2,925
-5
-0.2% -$605 0.3% 81
2025
Q1
$327K Sell
2,930
-15
-0.5% -$1.67K 0.3% 80
2024
Q4
$287K Sell
2,945
-100
-3% -$9.73K 0.27% 82
2024
Q3
$350K Hold
3,045
0.32% 71
2024
Q2
$324K Sell
3,045
-5
-0.2% -$532 0.32% 70
2024
Q1
$295K Sell
3,050
-145
-5% -$14K 0.29% 72
2023
Q4
$323K Hold
3,195
0.36% 65
2023
Q3
$325K Buy
3,195
+250
+8% +$25.5K 0.38% 63
2023
Q2
$297K Hold
2,945
0.33% 66
2023
Q1
$271K Sell
2,945
-480
-14% -$44.2K 0.31% 68
2022
Q4
$311K Hold
3,425
0.38% 60
2022
Q3
$260K Hold
3,425
0.33% 72
2022
Q2
$290K Hold
3,425
0.33% 71
2022
Q1
$301K Sell
3,425
-745
-18% -$65.5K 0.29% 74
2021
Q4
$365K Buy
+4,170
New +$365K 0.32% 69