EverSource Wealth Advisors’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 | $410K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $196K | Buy |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $180K | Sell |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $232K | Buy |
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