Arkadios Wealth 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 | $4.06M | Buy |
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|
2025
Q2 | $3.1M | Sell |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $162K | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47.2K | Buy |
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|
2019
Q4 | $51K | Buy |
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