9258 Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Sell |
|
|||||
|
2024
Q2 | $247K | Buy |
|
|||||
|
2024
Q1 | $223K | Sell |
|
|||||
|
2023
Q4 | $234K | Sell |
|
|||||
|
2023
Q3 | $236K | Hold |
|
|||||
|
2023
Q2 | $234K | Sell |
|
|||||
|
2023
Q1 | $215K | Buy |
|
|||||
|
2022
Q4 | $208K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $201K | Sell |
|
|||||
|
2022
Q1 | $242K | Sell |
|
|||||
|
2021
Q4 | $253K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $203K | Sell |
|
|||||
|
2021
Q1 | $237K | Sell |
|
|||||
|
2020
Q4 | $339K | Buy |
|
|||||
|
2020
Q3 | $271K | Sell |
|
|||||
|
2020
Q2 | $310K | Buy |
|
|||||
|
2020
Q1 | $298K | Buy |
|
|||||
|
2019
Q4 | $308K | Buy |
|