Heritage Wealth Advisors’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 | $200K | Hold |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $146K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $160K | Hold |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $153K | Sell |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $169K | Hold |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $138K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $73.7K | Hold |
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|
2018
Q4 | $65K | Sell |
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|
2018
Q3 | $70K | Buy |
|