HWAM
Hennion & Walsh Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,012
| Closed | -$321K | – | 891 |
|
|
2024
Q2 | $321K | Sell |
3,012
-981
| -25% | -$104K | 0.02% | 710 |
|
|
2024
Q1 | $386K | Buy |
3,993
+118
| +3% | +$11.4K | 0.02% | 634 |
|
|
2023
Q4 | $391K | Buy |
3,875
+13
| +0.3% | +$1.31K | 0.02% | 613 |
|
|
2023
Q3 | $393K | Sell |
3,862
-514
| -12% | -$52.4K | 0.03% | 588 |
|
|
2023
Q2 | $442K | Buy |
4,376
+147
| +3% | +$14.8K | 0.03% | 544 |
|
|
2023
Q1 | $389K | Buy |
4,229
+396
| +10% | +$36.4K | 0.02% | 576 |
|
|
2022
Q4 | $348K | Buy |
3,833
+847
| +28% | +$76.9K | 0.02% | 584 |
|
|
2022
Q3 | $227K | Buy |
+2,986
| New | +$227K | 0.01% | 693 |
|