Axxcess Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
4,929
-279
| -5% | -$33.8K | 0.01% | 547 |
|
|
2025
Q1 | $581K | Sell |
5,208
-1,875
| -26% | -$209K | 0.02% | 512 |
|
|
2024
Q4 | $689K | Buy |
7,083
+4,267
| +152% | +$415K | 0.02% | 480 |
|
|
2024
Q3 | $324K | Sell |
2,816
-17
| -0.6% | -$1.96K | 0.01% | 669 |
|
|
2024
Q2 | $302K | Buy |
2,833
+21
| +0.7% | +$2.24K | 0.01% | 645 |
|
|
2024
Q1 | $272K | Buy |
2,812
+20
| +0.7% | +$1.93K | 0.01% | 697 |
|
|
2023
Q4 | $282K | Buy |
2,792
+512
| +22% | +$51.7K | 0.01% | 661 |
|
|
2023
Q3 | $232K | Buy |
2,280
+280
| +14% | +$28.5K | 0.01% | 678 |
|
|
2023
Q2 | $202K | Buy |
+2,000
| New | +$202K | 0.01% | 551 |
|
|
2022
Q3 | – | Sell |
-2,679
| Closed | -$226K | – | 589 |
|
|
2022
Q2 | $226K | Buy |
2,679
+110
| +4% | +$9.28K | 0.02% | 464 |
|
|
2022
Q1 | $225K | Sell |
2,569
-44
| -2% | -$3.85K | 0.02% | 542 |
|
|
2021
Q4 | $229K | Buy |
+2,613
| New | +$229K | 0.02% | 550 |
|