CWM
Cedar Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Hold |
217
| – | – | 0.01% | 131 |
|
|
2025
Q1 | $24.2K | Hold |
217
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $21.1K | Hold |
217
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $25K | Hold |
217
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $23.1K | Hold |
217
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $21K | Hold |
217
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $21.9K | Hold |
217
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $22.1K | Sell |
217
-400
| -65% | -$40.7K | 0.01% | 195 |
|
|
2023
Q2 | $62.3K | Hold |
617
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $56.8K | Sell |
617
-209
| -25% | -$19.2K | 0.02% | 146 |
|
|
2022
Q4 | $74.9K | Sell |
826
-71
| -8% | -$6.44K | 0.04% | 123 |
|
|
2022
Q3 | $68K | Sell |
897
-365
| -29% | -$27.7K | 0.03% | 147 |
|
|
2022
Q2 | $107K | Hold |
1,262
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $111K | Sell |
1,262
-420
| -25% | -$36.9K | 0.04% | 138 |
|
|
2021
Q4 | $147K | Buy |
1,682
+682
| +68% | +$59.6K | 0.06% | 136 |
|
|
2021
Q3 | $82K | Hold |
1,000
| – | – | 0.04% | 137 |
|
|
2021
Q2 | $91K | Hold |
1,000
| – | – | 0.04% | 142 |
|
|
2021
Q1 | $85K | Hold |
1,000
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $94K | Hold |
1,000
| – | – | 0.05% | 112 |
|
|
2020
Q3 | $87K | Hold |
1,000
| – | – | 0.05% | 110 |
|
|
2020
Q2 | $87K | Hold |
1,000
| – | – | 0.06% | 106 |
|
|
2020
Q1 | $82K | Buy |
+1,000
| New | +$82K | 0.06% | 107 |
|