180 Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,844
| New | +$223K | 0.03% | 385 |
|
|
2021
Q1 | – | Sell |
-3,497
| Closed | -$338K | – | 356 |
|
|
2020
Q4 | $338K | Sell |
3,497
-1,149
| -25% | -$111K | 0.1% | 202 |
|
|
2020
Q3 | $398K | Buy |
4,646
+95
| +2% | +$8.14K | 0.15% | 142 |
|
|
2020
Q2 | $401K | Sell |
4,551
-140
| -3% | -$12.3K | 0.16% | 136 |
|
|
2020
Q1 | $392K | Sell |
4,691
-739
| -14% | -$61.8K | 0.2% | 126 |
|
|
2019
Q4 | $514K | Sell |
5,430
-198
| -4% | -$18.7K | 0.2% | 129 |
|
|
2019
Q3 | $487K | Buy |
5,628
+1,641
| +41% | +$142K | 0.22% | 127 |
|
|
2019
Q2 | $368K | Buy |
3,987
+32
| +0.8% | +$2.95K | 0.17% | 151 |
|
|
2019
Q1 | $287K | Buy |
+3,955
| New | +$287K | 0.13% | 196 |
|
|
2018
Q2 | – | Sell |
-3,931
| Closed | -$284K | – | 252 |
|
|
2018
Q1 | $284K | Sell |
3,931
-579
| -13% | -$41.8K | 0.15% | 174 |
|
|
2017
Q4 | $339K | Buy |
+4,510
| New | +$339K | 0.17% | 154 |
|