FSA Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.9K | Hold |
90
| – | – | ﹤0.01% | 281 |
|
2025
Q1 | $10K | Hold |
90
| – | – | ﹤0.01% | 271 |
|
2024
Q4 | $8.76K | Sell |
90
-33
| -27% | -$3.21K | ﹤0.01% | 314 |
|
2024
Q3 | $14.1K | Buy |
+123
| New | +$14.1K | 0.01% | 275 |
|
2024
Q1 | $8.71K | Hold |
90
| – | – | ﹤0.01% | 349 |
|
2023
Q4 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 337 |
|
2021
Q1 | – | Sell |
-1,368
| Closed | -$129K | – | 180 |
|
2020
Q4 | $129K | Buy |
+1,368
| New | +$129K | 0.06% | 72 |
|
2020
Q3 | – | Sell |
-1,448
| Closed | -$126K | – | 252 |
|
2020
Q2 | $126K | Hold |
1,448
| – | – | 0.09% | 70 |
|
2020
Q1 | $119K | Buy |
1,448
+80
| +6% | +$6.58K | 0.1% | 68 |
|
2019
Q4 | $130K | Buy |
+1,368
| New | +$130K | 0.09% | 77 |
|