Forvis Mazars Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,628
-298
| -10% | -$36.1K | 0.01% | 344 |
|
|
2025
Q1 | $326K | Buy |
2,926
+190
| +7% | +$21.2K | 0.01% | 337 |
|
|
2024
Q4 | $266K | Sell |
2,736
-42
| -2% | -$4.09K | 0.01% | 386 |
|
|
2024
Q3 | $320K | Sell |
2,778
-29
| -1% | -$3.34K | 0.01% | 375 |
|
|
2024
Q2 | $299K | Buy |
2,807
+192
| +7% | +$20.4K | 0.01% | 351 |
|
|
2024
Q1 | $253K | Sell |
2,615
-1,171
| -31% | -$113K | 0.01% | 365 |
|
|
2023
Q4 | $382K | Sell |
3,786
-538
| -12% | -$54.3K | 0.01% | 310 |
|
|
2023
Q3 | $440K | Sell |
4,324
-2,859
| -40% | -$291K | 0.01% | 291 |
|
|
2023
Q2 | $725K | Buy |
7,183
+2,608
| +57% | +$263K | 0.02% | 245 |
|
|
2023
Q1 | $421K | Sell |
4,575
-607
| -12% | -$55.8K | 0.01% | 285 |
|
|
2022
Q4 | $470K | Sell |
5,182
-338
| -6% | -$30.7K | 0.02% | 269 |
|
|
2022
Q3 | $419K | Sell |
5,520
-447
| -7% | -$33.9K | 0.02% | 274 |
|
|
2022
Q2 | $504K | Buy |
5,967
+760
| +15% | +$64.2K | 0.02% | 249 |
|
|
2022
Q1 | $457K | Buy |
5,207
+1,432
| +38% | +$126K | 0.02% | 199 |
|
|
2021
Q4 | $330K | Buy |
3,775
+404
| +12% | +$35.3K | 0.01% | 219 |
|
|
2021
Q3 | $276K | Buy |
3,371
+818
| +32% | +$67K | 0.01% | 226 |
|
|
2021
Q2 | $233K | Sell |
2,553
-1,078
| -30% | -$98.4K | 0.01% | 243 |
|
|
2021
Q1 | $310K | Sell |
3,631
-19
| -0.5% | -$1.62K | 0.02% | 221 |
|
|
2020
Q4 | $345K | Buy |
3,650
+1,014
| +38% | +$95.8K | 0.02% | 272 |
|
|
2020
Q3 | $229K | Sell |
2,636
-50
| -2% | -$4.34K | 0.01% | 296 |
|
|
2020
Q2 | $235K | Buy |
2,686
+184
| +7% | +$16.1K | 0.02% | 279 |
|
|
2020
Q1 | $206K | Buy |
+2,502
| New | +$206K | 0.02% | 270 |
|