Guardian Wealth Advisors (North Carolina)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
2,733
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $305K | Hold |
2,733
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $266K | Hold |
2,733
| – | – | 0.02% | 264 |
|
|
2024
Q3 | $314K | Hold |
2,733
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $291K | Hold |
2,733
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $264K | Hold |
2,733
| – | – | 0.03% | 223 |
|
|
2023
Q4 | $276K | Sell |
2,733
-105
| -4% | -$10.6K | 0.04% | 197 |
|
|
2023
Q3 | $289K | Buy |
2,838
+502
| +21% | +$51.1K | 0.05% | 188 |
|
|
2023
Q2 | $236K | Sell |
2,336
-34
| -1% | -$3.43K | 0.04% | 203 |
|
|
2023
Q1 | $218K | Buy |
2,370
+34
| +1% | +$3.13K | 0.04% | 204 |
|
|
2022
Q4 | $212K | Buy |
+2,336
| New | +$212K | 0.04% | 192 |
|
|
2022
Q3 | – | Sell |
-2,368
| Closed | -$200K | – | 362 |
|
|
2022
Q2 | $200K | Buy |
+2,368
| New | +$200K | 0.04% | 188 |
|