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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5M | Buy |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $7.69M | Sell |
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|
2024
Q4 | $6.94M | Sell |
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|
2024
Q3 | $8.67M | Sell |
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|
2024
Q2 | $8.6M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $8.93M | Sell |
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|
2023
Q2 | $9.31M | Sell |
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|
2023
Q1 | $8.77M | Sell |
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|
2022
Q4 | $8.84M | Sell |
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|
2022
Q3 | $7.71M | Buy |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | $8.09M | Buy |
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|
2021
Q4 | $7.78M | Buy |
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|
2021
Q2 | $8.08M | Hold |
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|
2021
Q1 | $8.08M | Hold |
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|
2020
Q4 | $8.08M | Hold |
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|
2020
Q3 | $8.08M | Hold |
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|
2020
Q2 | $8.08M | Hold |
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|
2020
Q1 | $8.08M | Hold |
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|
2019
Q4 | $8.08M | Hold |
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|
2019
Q3 | $8.08M | Hold |
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|
2019
Q2 | $8.08M | Sell |
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|
2019
Q1 | $8.08M | Buy |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $39K | Buy |
|
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|
2018
Q1 | $36K | Buy |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $42K | Buy |
|
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|
2017
Q2 | $22K | Buy |
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|
2017
Q1 | $16K | Sell |
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|
2016
Q4 | $73K | Buy |
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|
2016
Q3 | $68K | Buy |
|
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $54K | Sell |
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|
2015
Q4 | $68K | Buy |
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|
2015
Q3 | $69K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $56K | Sell |
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|
2013
Q3 | $87K | Buy |
|