FVWA
Foster Victor Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-86,724
| Closed | -$8.46M | – | 202 |
|
|
2024
Q4 | $8.46M | Buy |
86,724
+15,212
| +21% | +$1.48M | 0.65% | 67 |
|
|
2024
Q3 | $8.27M | Sell |
71,512
-54,965
| -43% | -$6.36M | 0.66% | 67 |
|
|
2024
Q2 | $14M | Buy |
126,477
+1,589
| +1% | +$176K | 1.17% | 30 |
|
|
2024
Q1 | $11.8M | Buy |
124,888
+13,864
| +12% | +$1.31M | 1.08% | 45 |
|
|
2023
Q4 | $11.9M | Buy |
111,024
+3,520
| +3% | +$377K | 1.22% | 33 |
|
|
2023
Q3 | $10.4M | Sell |
107,504
-1,553
| -1% | -$151K | 1.22% | 33 |
|
|
2023
Q2 | $10.8M | Sell |
109,057
-9,846
| -8% | -$974K | 1.2% | 33 |
|
|
2023
Q1 | $11.1M | Buy |
118,903
+5,704
| +5% | +$533K | 1.35% | 27 |
|
|
2022
Q4 | $10.4M | Buy |
113,199
+7,386
| +7% | +$682K | 1.33% | 27 |
|
|
2022
Q3 | $8.05M | Buy |
105,813
+9,008
| +9% | +$685K | 1.17% | 36 |
|
|
2022
Q2 | $8.11M | Buy |
96,805
+6,968
| +8% | +$583K | 1.21% | 31 |
|
|
2022
Q1 | $8.14M | Buy |
89,837
+16,070
| +22% | +$1.46M | 1.12% | 35 |
|
|
2021
Q4 | $6.62M | Buy |
73,767
+11,940
| +19% | +$1.07M | 0.9% | 44 |
|
|
2021
Q3 | $5.06M | Buy |
61,827
+1,367
| +2% | +$112K | 0.81% | 44 |
|
|
2021
Q2 | $5.52M | Buy |
60,460
+8,266
| +16% | +$754K | 0.92% | 36 |
|
|
2021
Q1 | $4.52M | Buy |
52,194
+7,358
| +16% | +$637K | 0.84% | 38 |
|
|
2020
Q4 | $4.23M | Buy |
44,836
+5,965
| +15% | +$563K | 0.96% | 38 |
|
|
2020
Q3 | $3.38M | Buy |
38,871
+3,380
| +10% | +$294K | 0.92% | 37 |
|
|
2020
Q2 | $3.1M | Buy |
+35,491
| New | +$3.1M | 1.03% | 37 |
|