Atria Wealth Solutions’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
10,113
-14,245
| -58% | -$1.73M | 0.03% | 569 |
|
|
2025
Q1 | $2.75M | Sell |
24,358
-3,345
| -12% | -$378K | 0.03% | 518 |
|
|
2024
Q4 | $2.7M | Buy |
27,703
+3,582
| +15% | +$349K | 0.03% | 539 |
|
|
2024
Q3 | $2.77M | Sell |
24,121
-1,123
| -4% | -$129K | 0.03% | 517 |
|
|
2024
Q2 | $2.69M | Sell |
25,244
-1,108
| -4% | -$118K | 0.03% | 529 |
|
|
2024
Q1 | $2.59M | Buy |
26,352
+678
| +3% | +$66.5K | 0.03% | 548 |
|
|
2023
Q4 | $2.59M | Buy |
25,674
+3,635
| +16% | +$367K | 0.03% | 518 |
|
|
2023
Q3 | $2.24M | Sell |
22,039
-3,323
| -13% | -$338K | 0.03% | 520 |
|
|
2023
Q2 | $2.56M | Buy |
25,362
+255
| +1% | +$25.7K | 0.03% | 487 |
|
|
2023
Q1 | $2.31M | Sell |
25,107
-1,015
| -4% | -$93.4K | 0.03% | 497 |
|
|
2022
Q4 | $2.37M | Buy |
26,122
+2,526
| +11% | +$229K | 0.04% | 452 |
|
|
2022
Q3 | $1.79M | Sell |
23,596
-1,764
| -7% | -$134K | 0.03% | 521 |
|
|
2022
Q2 | $2.14M | Buy |
25,360
+8,801
| +53% | +$744K | 0.04% | 406 |
|
|
2022
Q1 | $1.45M | Buy |
+16,559
| New | +$1.45M | 0.02% | 584 |
|