Ascent Wealth Partners’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 | $2.01M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $922K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $818K | Buy |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $528K | Buy |
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