Avantax Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $2.91M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.79M | Buy |
|
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $2.17M | Buy |
|
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $580K | Buy |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $233K | Buy |
|