Carson Wealth (CWM LLC)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Sell |
79,113
-3,961
| -5% | -$607K | 0.03% | 479 |
|
|
2025
Q4 | $11.5M | Sell |
83,074
-6,402
| -7% | -$838K | 0.03% | 476 |
|
|
2025
Q3 | $11.5M | Buy |
89,476
+6,817
| +8% | +$832K | 0.03% | 429 |
|
|
2025
Q2 | $10M | Buy |
82,659
+13,687
| +20% | +$1.54M | 0.04% | 390 |
|
|
2025
Q1 | $7.69M | Sell |
68,972
-2,337
| -3% | -$249K | 0.03% | 410 |
|
|
2024
Q4 | $6.94M | Sell |
71,309
-4,096
| -5% | -$437K | 0.03% | 403 |
|
|
2024
Q3 | $8.67M | Sell |
75,405
-5,412
| -7% | -$614K | 0.04% | 335 |
|
|
2024
Q2 | $8.6M | Sell |
80,817
-1,795
| -2% | -$180K | 0.04% | 318 |
|
|
2024
Q1 | $7.99M | Sell |
82,612
-3,832
| -4% | -$393K | 0.04% | 328 |
|
|
2023
Q4 | $8.73M | Sell |
86,444
-1,204
| -1% | -$116K | 0.05% | 289 |
|
|
2023
Q3 | $8.93M | Sell |
87,648
-4,589
| -5% | -$466K | 0.05% | 256 |
|
|
2023
Q2 | $9.31M | Sell |
92,237
-3,071
| -3% | -$307K | 0.06% | 241 |
|
|
2023
Q1 | $8.77M | Sell |
95,308
-2,177
| -2% | -$190K | 0.06% | 233 |
|
|
2022
Q4 | $8.84M | Sell |
97,485
-3,976
| -4% | -$335K | 0.07% | 214 |
|
|
2022
Q3 | $7.71M | Buy |
101,461
+5,341
| +6% | +$443K | 0.06% | 222 |
|
|
2022
Q2 | $8.13M | Buy |
96,120
+3,971
| +4% | +$348K | 0.06% | 225 |
|
|
2022
Q1 | $8.09M | Buy |
92,149
+3,262
| +4% | +$282K | 0.06% | 235 |
|
|
2021
Q4 | $7.78M | Buy |
+88,887
| New | +$7.38M | 0.05% | 247 |
|
|
2021
Q2 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2021
Q1 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2020
Q4 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2020
Q3 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2020
Q2 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2020
Q1 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2019
Q4 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2019
Q3 | $8.08M | Hold |
88,552
| – | – | 0.06% | 229 |
|
|
2019
Q2 | $8.08M | Sell |
88,552
-10,272
| -10% | -$869K | 0.06% | 229 |
|
|
2019
Q1 | $8.08M | Buy |
98,824
+80,852
| +450% | +$6.49M | 0.06% | 229 |
|
|
2018
Q4 | $1.38M | Buy |
17,972
+14,127
| +367% | +$1.1M | 0.03% | 324 |
|
|
2018
Q3 | $297K | Buy |
3,845
+3,276
| +576% | +$242K | 0.01% | 447 |
|
|
2018
Q2 | $39K | Buy |
569
+78
| +16% | +$5.38K | ﹤0.01% | 689 |
|
|
2018
Q1 | $36K | Buy |
491
+107
| +28% | +$8.14K | ﹤0.01% | 609 |
|
|
2017
Q4 | $29K | Sell |
384
-162
| -30% | -$12.2K | ﹤0.01% | 627 |
|
|
2017
Q3 | $42K | Buy |
546
+247
| +83% | +$18.7K | ﹤0.01% | 553 |
|
|
2017
Q2 | $22K | Buy |
299
+57
| +24% | +$4.04K | ﹤0.01% | 621 |
|
|
2017
Q1 | $16K | Sell |
242
-873
| -78% | -$58.2K | ﹤0.01% | 647 |
|
|
2016
Q4 | $73K | Buy |
1,115
+147
| +15% | +$9.54K | ﹤0.01% | 390 |
|
|
2016
Q3 | $68K | Buy |
968
+112
| +13% | +$8.16K | ﹤0.01% | 381 |
|
|
2016
Q2 | $63K | Buy |
856
+19
| +2% | +$1.31K | ﹤0.01% | 353 |
|
|
2016
Q1 | $54K | Sell |
837
-49
| -6% | -$3.33K | ﹤0.01% | 334 |
|
|
2015
Q4 | $68K | Buy |
886
+49
| +6% | +$3.89K | 0.01% | 293 |
|
|
2015
Q3 | $69K | Buy |
+837
| New | +$74.5K | 0.01% | 263 |
|
|
2014
Q1 | – | Sell |
-781
| Closed | -$56K | – | 381 |
|
|
2013
Q4 | $56K | Sell |
781
-486
| -38% | -$33.8K | 0.01% | 249 |
|
|
2013
Q3 | $87K | Buy |
+1,267
| New | +$83.8K | 0.02% | 153 |
|
Other funds holding NVS
