GGM Wealth Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$367K Sell
2024
Q2
$342K Sell
2024
Q1
$386K Sell
2023
Q4
$753K Hold
2023
Q3
$716K Hold
2023
Q2
$683K Buy
2023
Q1
Sell
2022
Q4
$648K Hold
2022
Q3
$551K Buy
2022
Q2
$390K Hold
2022
Q1
$426K Buy