EverSource Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
3,021
+855
| +39% | +$103K | 0.02% | 576 |
|
|
2025
Q1 | $242K | Sell |
2,166
-961
| -31% | -$107K | 0.01% | 588 |
|
|
2024
Q4 | $304K | Buy |
3,127
+420
| +16% | +$40.9K | 0.02% | 502 |
|
|
2024
Q3 | $311K | Buy |
2,707
+60
| +2% | +$6.9K | 0.02% | 438 |
|
|
2024
Q2 | $295K | Buy |
2,647
+634
| +31% | +$70.7K | 0.02% | 443 |
|
|
2024
Q1 | $196K | Buy |
2,013
+98
| +5% | +$9.52K | 0.02% | 496 |
|
|
2023
Q4 | $193K | Buy |
1,915
+48
| +3% | +$4.85K | 0.02% | 437 |
|
|
2023
Q3 | $190K | Sell |
1,867
-497
| -21% | -$50.6K | 0.02% | 409 |
|
|
2023
Q2 | $239K | Buy |
2,364
+403
| +21% | +$40.7K | 0.03% | 364 |
|
|
2023
Q1 | $180K | Sell |
1,961
-89
| -4% | -$8.19K | 0.02% | 388 |
|
|
2022
Q4 | $186K | Sell |
2,050
-524
| -20% | -$47.5K | 0.03% | 363 |
|
|
2022
Q3 | $196K | Sell |
2,574
-329
| -11% | -$25.1K | 0.04% | 302 |
|
|
2022
Q2 | $245K | Sell |
2,903
-28
| -1% | -$2.36K | 0.06% | 238 |
|
|
2022
Q1 | $257K | Buy |
2,931
+274
| +10% | +$24K | 0.07% | 223 |
|
|
2021
Q4 | $232K | Buy |
+2,657
| New | +$232K | 0.07% | 205 |
|