Golden State 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 | $85.9K | Hold |
710
| – | – | 0.01% | 521 |
|
|
2025
Q1 | $79.2K | Hold |
710
| – | – | 0.01% | 499 |
|
|
2024
Q4 | $69.1K | Buy |
+710
| New | +$69.1K | 0.01% | 513 |
|
|
2020
Q2 | – | Sell |
-838
| Closed | -$69K | – | 653 |
|
|
2020
Q1 | $69K | Buy |
+838
| New | +$69K | 0.03% | 304 |
|
|
2019
Q4 | – | Sell |
-650
| Closed | -$56K | – | 631 |
|
|
2019
Q3 | $56K | Hold |
650
| – | – | 0.02% | 401 |
|
|
2019
Q2 | $59K | Sell |
650
-131
| -17% | -$11.9K | 0.02% | 415 |
|
|
2019
Q1 | $67K | Buy |
+781
| New | +$67K | 0.02% | 387 |
|