Carolina Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Hold |
30
| – | – | ﹤0.01% | 201 |
|
|
2025
Q1 | $3.34K | Hold |
30
| – | – | ﹤0.01% | 214 |
|
|
2024
Q4 | $2.92K | Hold |
30
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $3.45K | Buy |
+30
| New | +$3.45K | ﹤0.01% | 252 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 290 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 306 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$3K | – | 289 |
|
|
2021
Q2 | $3K | Sell |
34
-84
| -71% | -$7.41K | ﹤0.01% | 252 |
|
|
2021
Q1 | $10K | Buy |
118
+84
| +247% | +$7.12K | 0.01% | 205 |
|
|
2020
Q4 | $3K | Sell |
34
-49
| -59% | -$4.32K | ﹤0.01% | 205 |
|
|
2020
Q3 | $7K | Buy |
+83
| New | +$7K | 0.01% | 158 |
|