Beaird Harris Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98K | Buy |
66
+25
| +61% | +$3.02K | ﹤0.01% | 390 |
|
|
2025
Q1 | $4.57K | Sell |
41
-107
| -72% | -$11.9K | ﹤0.01% | 390 |
|
|
2024
Q4 | $14.4K | Sell |
148
-556
| -79% | -$54.1K | ﹤0.01% | 330 |
|
|
2024
Q3 | $81K | Buy |
704
+519
| +281% | +$59.7K | 0.01% | 196 |
|
|
2024
Q2 | $19.7K | Hold |
185
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $17.9K | Sell |
185
-115
| -38% | -$11.1K | ﹤0.01% | 290 |
|
|
2023
Q4 | $30.3K | Buy |
300
+23
| +8% | +$2.32K | ﹤0.01% | 224 |
|
|
2023
Q3 | $28.2K | Sell |
277
-30
| -10% | -$3.06K | ﹤0.01% | 206 |
|
|
2023
Q2 | $31K | Hold |
307
| – | – | ﹤0.01% | 198 |
|
|
2023
Q1 | $28.2K | Hold |
307
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $27.9K | Hold |
307
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $23K | Buy |
307
+37
| +14% | +$2.77K | 0.01% | 225 |
|
|
2022
Q2 | $23K | Buy |
270
+223
| +474% | +$19K | 0.01% | 195 |
|
|
2022
Q1 | $4K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 498 |
|