YHB Investment Advisors’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 | $506K | Hold |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $397K | Hold |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $436K | Sell |
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|
2020
Q2 | $469K | Hold |
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|
2020
Q1 | $443K | Hold |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $466K | Buy |
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|
2019
Q2 | $489K | Sell |
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|
2019
Q1 | $539K | Sell |
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|
2018
Q4 | $524K | Sell |
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|
2018
Q3 | $528K | Sell |
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|
2018
Q2 | $538K | Sell |
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|
2018
Q1 | $601K | Hold |
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|
2017
Q4 | $624K | Sell |
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|
2017
Q3 | $661K | Buy |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $745K | Sell |
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|
2016
Q3 | $887K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $913K | Sell |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.24M | Sell |
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|
2015
Q2 | $1.36M | Buy |
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|
2015
Q1 | $1.35M | Buy |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $1.26M | Buy |
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|
2014
Q2 | $1.19M | Buy |
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|
2014
Q1 | $1.1M | Buy |
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|
2013
Q4 | $944K | Buy |
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|
2013
Q3 | $892K | Hold |
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|
2013
Q2 | $822K | Buy |
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