Heritage Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
1,556
+51
| +3% | +$6.17K | 0.01% | 211 |
|
|
2025
Q1 | $168K | Hold |
1,505
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $146K | Hold |
1,505
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $173K | Hold |
1,505
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $160K | Hold |
1,505
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $146K | Hold |
1,505
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $152K | Hold |
1,505
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $153K | Sell |
1,505
-180
| -11% | -$18.3K | 0.01% | 218 |
|
|
2023
Q2 | $170K | Hold |
1,685
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $155K | Sell |
1,685
-180
| -10% | -$16.6K | 0.01% | 223 |
|
|
2022
Q4 | $169K | Hold |
1,865
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $142K | Hold |
1,865
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $158K | Buy |
1,865
+565
| +43% | +$47.9K | 0.01% | 222 |
|
|
2022
Q1 | $114K | Hold |
1,300
| – | – | 0.01% | 241 |
|
|
2021
Q4 | $114K | Sell |
1,300
-150
| -10% | -$13.2K | 0.01% | 254 |
|
|
2021
Q3 | $119K | Hold |
1,450
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $132K | Hold |
1,450
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $124K | Sell |
1,450
-141
| -9% | -$12.1K | 0.01% | 242 |
|
|
2020
Q4 | $150K | Hold |
1,591
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $138K | Hold |
1,591
| – | – | 0.02% | 178 |
|
|
2020
Q2 | $139K | Hold |
1,591
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $131K | Hold |
1,591
| – | – | 0.02% | 159 |
|
|
2019
Q4 | $151K | Buy |
1,591
+141
| +10% | +$13.4K | 0.02% | 194 |
|
|
2019
Q3 | $126K | Buy |
1,450
+227
| +19% | +$19.7K | 0.02% | 194 |
|
|
2019
Q2 | $112K | Buy |
1,223
+367
| +43% | +$33.5K | 0.02% | 184 |
|
|
2019
Q1 | $73.7K | Hold |
856
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $65K | Sell |
856
-56
| -6% | -$4.25K | 0.01% | 179 |
|
|
2018
Q3 | $70K | Buy |
+912
| New | +$70K | 0.01% | 173 |
|