AWA
Aaron Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
15,228
+654
| +4% | +$79.1K | 0.19% | 68 |
|
|
2025
Q1 | $1.62M | Buy |
14,574
+457
| +3% | +$50.9K | 0.19% | 74 |
|
|
2024
Q4 | $1.37M | Buy |
14,117
+986
| +8% | +$95.9K | 0.16% | 81 |
|
|
2024
Q3 | $1.51M | Buy |
13,131
+2,656
| +25% | +$305K | 0.18% | 77 |
|
|
2024
Q2 | $1.12M | Sell |
10,475
-247
| -2% | -$26.3K | 0.15% | 89 |
|
|
2024
Q1 | $1.04M | Buy |
10,722
+4,818
| +82% | +$466K | 0.15% | 91 |
|
|
2023
Q4 | $596K | Buy |
5,904
+1,050
| +22% | +$106K | 0.1% | 123 |
|
|
2023
Q3 | $494K | Buy |
4,854
+408
| +9% | +$41.6K | 0.06% | 151 |
|
|
2023
Q2 | $449K | Buy |
4,446
+933
| +27% | +$94.1K | 0.06% | 163 |
|
|
2023
Q1 | $323K | Buy |
3,513
+257
| +8% | +$23.6K | 0.04% | 200 |
|
|
2022
Q4 | $295K | Buy |
+3,256
| New | +$295K | 0.04% | 194 |
|
|
2022
Q2 | – | Sell |
-148,385
| Closed | -$1.69M | – | 627 |
|
|
2022
Q1 | $1.69M | Buy |
+148,385
| New | +$1.69M | 0.02% | 262 |
|
|
2021
Q4 | – | Sell |
-5,468
| Closed | -$447K | – | 183 |
|
|
2021
Q3 | $447K | Buy |
5,468
+408
| +8% | +$33.4K | 0.13% | 97 |
|
|
2021
Q2 | $461K | Buy |
5,060
+974
| +24% | +$88.7K | 0.15% | 94 |
|
|
2021
Q1 | $349K | Buy |
+4,086
| New | +$349K | 0.13% | 110 |
|