Heritage Wealth Management (Arizona)’s Novartis NVS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$631K	Sell
2024 Q1	$633K	Hold
2023 Q4	$661K	Buy
2022 Q4	$1.79M	Buy
2022 Q3	$669K	Sell
2022 Q2	$798K	Buy
2022 Q1	$731K	Buy
2021 Q3	$359K	Buy
2021 Q2	$299K	Buy
2021 Q1	$179K	Buy