Guardian Wealth Advisors (North Carolina)’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
$350K Hold
2025
Q2
$331K Hold
2025
Q1
$305K Hold
2024
Q4
$266K Hold
2024
Q3
$314K Hold
2024
Q2
$291K Hold
2024
Q1
$264K Hold
2023
Q4
$276K Sell
2023
Q3
$289K Buy
2023
Q2
$236K Sell
2023
Q1
$218K Buy
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$200K Buy