EWA
EP Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
12,550
+1,191
| +10% | +$144K | 0.01% | 473 |
|
|
2025
Q1 | $1.27M | Sell |
11,359
-641
| -5% | -$71.5K | 0.01% | 446 |
|
|
2024
Q4 | $1.17M | Sell |
12,000
-1,630
| -12% | -$159K | 0.01% | 458 |
|
|
2024
Q3 | $1.57M | Buy |
13,630
+1,837
| +16% | +$211K | 0.01% | 404 |
|
|
2024
Q2 | $1.26M | Sell |
11,793
-1,311
| -10% | -$140K | 0.01% | 350 |
|
|
2024
Q1 | $1.27M | Buy |
13,104
+2,052
| +19% | +$198K | 0.01% | 341 |
|
|
2023
Q4 | $1.12M | Sell |
11,052
-1,196
| -10% | -$121K | 0.01% | 350 |
|
|
2023
Q3 | $1.25M | Sell |
12,248
-16,000
| -57% | -$1.63M | 0.02% | 295 |
|
|
2023
Q2 | $795K | Buy |
28,248
+8,988
| +47% | +$253K | 0.01% | 369 |
|
|
2023
Q1 | $3.07M | Buy |
19,260
+14,185
| +280% | +$2.26M | 0.05% | 186 |
|
|
2022
Q4 | $460K | Buy |
+5,075
| New | +$460K | 0.01% | 394 |
|
|
2022
Q3 | – | Sell |
-10,800
| Closed | -$913K | – | 533 |
|
|
2022
Q2 | $913K | Buy |
10,800
+2,631
| +32% | +$222K | 0.02% | 271 |
|
|
2022
Q1 | $717K | Sell |
8,169
-315
| -4% | -$27.6K | 0.02% | 310 |
|
|
2021
Q4 | $742K | Buy |
8,484
+406
| +5% | +$35.5K | 0.02% | 294 |
|
|
2021
Q3 | $661K | Buy |
8,078
+790
| +11% | +$64.6K | 0.02% | 291 |
|
|
2021
Q2 | $665K | Buy |
7,288
+826
| +13% | +$75.4K | 0.02% | 291 |
|
|
2021
Q1 | $552K | Buy |
6,462
+34
| +0.5% | +$2.9K | 0.02% | 304 |
|
|
2020
Q4 | $607K | Sell |
6,428
-1,043
| -14% | -$98.5K | 0.02% | 238 |
|
|
2020
Q3 | $650K | Buy |
7,471
+921
| +14% | +$80.1K | 0.03% | 203 |
|
|
2020
Q2 | $572K | Sell |
6,550
-1,399
| -18% | -$122K | 0.02% | 231 |
|
|
2020
Q1 | $655K | Buy |
7,949
+202
| +3% | +$16.6K | 0.03% | 224 |
|
|
2019
Q4 | $734K | Sell |
7,747
-191
| -2% | -$18.1K | 0.03% | 225 |
|
|
2019
Q3 | $690K | Buy |
7,938
+1,912
| +32% | +$166K | 0.03% | 200 |
|
|
2019
Q2 | $550K | Buy |
6,026
+3,588
| +147% | +$327K | 0.03% | 186 |
|
|
2019
Q1 | $234K | Buy |
2,438
+23
| +1% | +$2.21K | 0.02% | 219 |
|
|
2018
Q4 | $207K | Buy |
+2,415
| New | +$207K | 0.02% | 246 |
|
|
2016
Q2 | – | Sell |
-130,738
| Closed | -$9.47M | – | 139 |
|
|
2016
Q1 | $9.47M | Sell |
130,738
-8,147
| -6% | -$590K | 1.45% | 25 |
|
|
2015
Q4 | $12M | Buy |
138,885
+1,483
| +1% | +$128K | 2.01% | 14 |
|
|
2015
Q3 | $12.6M | Sell |
137,402
-626
| -0.5% | -$57.5K | 2.41% | 11 |
|
|
2015
Q2 | $13.6M | Buy |
138,028
+2,499
| +2% | +$246K | 2.54% | 12 |
|
|
2015
Q1 | $13.4M | Sell |
135,529
-1,320
| -1% | -$130K | 2.51% | 11 |
|
|
2014
Q4 | $12.7M | Sell |
136,849
-53
| -0% | -$4.91K | 2.09% | 14 |
|
|
2014
Q3 | $12.9M | Buy |
136,902
+5,354
| +4% | +$504K | 2.09% | 13 |
|
|
2014
Q2 | $11.9M | Buy |
131,548
+2,862
| +2% | +$259K | 2.77% | 12 |
|
|
2014
Q1 | $10.9M | Buy |
128,686
+2,729
| +2% | +$232K | 2.99% | 12 |
|
|
2013
Q4 | $10.1M | Buy |
125,957
+3,678
| +3% | +$296K | 2.63% | 12 |
|
|
2013
Q3 | $9.38M | Buy |
122,279
+4,954
| +4% | +$380K | 2.95% | 13 |
|
|
2013
Q2 | $8.3M | Buy |
+117,325
| New | +$8.3M | 2.99% | 15 |
|