FRG Family Wealth Advisors’s Novartis NVS Stock Holding History

FRG Family Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Hold	9,440	–	–	0.2%	79
2025 Q1	$1.05M	Sell	9,440 -485	-5%	-$54.1K	0.2%	79
2024 Q4	$966K	Hold	9,925	–	–	0.18%	81
2024 Q3	$1.14M	Hold	9,925	–	–	0.2%	78
2024 Q2	$1.09M	Hold	9,925	–	–	0.21%	75
2024 Q1	$964K	Sell	9,925 -350	-3%	-$34K	0.19%	80
2023 Q4	$1.04M	Hold	10,275	–	–	0.21%	70
2023 Q3	$1.05M	Hold	10,275	–	–	0.24%	72
2023 Q2	$1.04M	Hold	10,275	–	–	0.23%	72
2023 Q1	$945K	Hold	10,275	–	–	0.22%	79
2022 Q4	$932K	Hold	10,275	–	–	0.22%	83
2022 Q3	$781K	Hold	10,275	–	–	0.19%	82
2022 Q2	$869K	Hold	10,275	–	–	0.2%	79
2022 Q1	$902K	Hold	10,275	–	–	0.18%	78
2021 Q4	$899K	Buy	10,275 +565	+6%	+$49.4K	0.17%	80
2021 Q3	$794K	Sell	9,710 -1,062	-10%	-$86.8K	0.16%	85
2021 Q2	$983K	Hold	10,772	–	–	0.19%	77
2021 Q1	$921K	Hold	10,772	–	–	0.19%	75
2020 Q4	$1.02M	Sell	10,772 -730	-6%	-$68.9K	0.22%	70
2020 Q3	$1M	Hold	11,502	–	–	0.24%	68
2020 Q2	$1.01M	Sell	11,502 -2,185	-16%	-$191K	0.27%	61
2020 Q1	$1.13M	Hold	13,687	–	–	0.34%	57
2019 Q4	$1.3M	Sell	13,687 -615	-4%	-$58.2K	0.31%	61
2019 Q3	$1.24M	Sell	14,302 -730	-5%	-$63.4K	0.32%	64
2019 Q2	$1.37M	Sell	15,032 -1,286	-8%	-$117K	0.36%	63
2019 Q1	$1.41M	Buy	16,318 +245	+2%	+$21.1K	0.4%	64
2018 Q4	$1.24M	Buy	16,073 +3,343	+26%	+$257K	0.4%	67
2018 Q3	$983K	Buy	12,730 +2,795	+28%	+$216K	0.27%	83
2018 Q2	$672K	Buy	9,935 +5,281	+113%	+$357K	0.2%	95
2018 Q1	$337K	Buy	4,654 +413	+10%	+$29.9K	0.11%	123
2017 Q4	$319K	Hold	4,241	–	–	0.1%	123
2017 Q3	$326K	Sell	4,241 -178	-4%	-$13.7K	0.11%	123
2017 Q2	$331K	Buy	4,419 +619	+16%	+$46.4K	0.12%	118
2017 Q1	$255K	Buy	3,800 +167	+5%	+$11.2K	0.1%	124
2016 Q4	$237K	Buy	3,633 +168	+5%	+$11K	0.1%	123
2016 Q3	$245K	Hold	3,465	–	–	0.11%	116
2016 Q2	$256K	Hold	3,465	–	–	0.12%	112
2016 Q1	$225K	Hold	3,465	–	–	0.11%	117
2015 Q4	$267K	Buy	+3,465	New	+$267K	0.13%	113