Great Valley Advisor Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.06M Sell
2025
Q2
$6.3M Buy
2025
Q1
$1.63M Sell
2024
Q4
$4.19M Buy
2024
Q3
$4.56M Buy
2024
Q2
$3.34M Buy
2023
Q4
Sell
2023
Q3
$493K Buy
2023
Q2
$372K Buy
2022
Q4
Sell
2022
Q3
$272K Buy
2022
Q2
$280K Buy
2022
Q1
$217K Sell
2021
Q4
$229K Sell
2021
Q3
$265K Buy