Evermay Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
1,164
| – | – | 0.02% | 232 |
|
|
2025
Q1 | $130K | Hold |
1,164
| – | – | 0.02% | 232 |
|
|
2024
Q4 | $113K | Sell |
1,164
-12
| -1% | -$1.17K | 0.02% | 245 |
|
|
2024
Q3 | $135K | Hold |
1,176
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $125K | Hold |
1,176
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $114K | Buy |
1,176
+100
| +9% | +$9.67K | 0.02% | 265 |
|
|
2023
Q4 | $109K | Hold |
1,076
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $110K | Hold |
1,076
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $109K | Buy |
1,076
+467
| +77% | +$47.1K | 0.02% | 231 |
|
|
2023
Q1 | $56K | Hold |
609
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $55.2K | Buy |
609
+276
| +83% | +$25K | 0.01% | 290 |
|
|
2022
Q3 | $25K | Hold |
333
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $28K | Hold |
333
| – | – | 0.01% | 318 |
|
|
2022
Q1 | $29K | Hold |
333
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $29K | Hold |
333
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $27K | Hold |
333
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $30K | Buy |
+333
| New | +$30K | 0.01% | 330 |
|
|
2014
Q4 | – | Sell |
-2,570
| Closed | -$217K | – | 90 |
|
|
2014
Q3 | $217K | Sell |
2,570
-34
| -1% | -$2.87K | 0.19% | 74 |
|
|
2014
Q2 | $211K | Buy |
+2,604
| New | +$211K | 0.18% | 77 |
|