Empower Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,306
| Closed | -$257K | – | 516 |
|
|
2025
Q1 | $257K | Buy |
+2,306
| New | +$257K | ﹤0.01% | 427 |
|
|
2024
Q1 | – | Sell |
-2,030
| Closed | -$205K | – | 509 |
|
|
2023
Q4 | $205K | Sell |
2,030
-579
| -22% | -$58.5K | ﹤0.01% | 459 |
|
|
2023
Q3 | $266K | Buy |
2,609
+612
| +31% | +$62.3K | ﹤0.01% | 407 |
|
|
2023
Q2 | $202K | Buy |
+1,997
| New | +$202K | ﹤0.01% | 467 |
|