HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Hold |
1,449
| – | – | 0.02% | 195 |
|
|
2026
Q1 | $221K | Hold |
1,449
| – | – | 0.03% | 183 |
|
|
2025
Q4 | $200K | Sell |
1,449
-1
| -0.1% | -$131 | 0.02% | 197 |
|
|
2025
Q3 | $186K | Hold |
1,450
| – | – | 0.02% | 213 |
|
|
2025
Q2 | $175K | Sell |
1,450
-52
| -3% | -$5.86K | 0.02% | 221 |
|
|
2025
Q1 | $167K | Hold |
1,502
| – | – | 0.02% | 207 |
|
|
2024
Q4 | $146K | Buy |
1,502
+1,000
| +199% | +$107K | 0.02% | 220 |
|
|
2024
Q3 | $57.7K | Sell |
502
-48
| -9% | -$5.45K | 0.01% | 318 |
|
|
2024
Q2 | $58.6K | Sell |
550
-269
| -33% | -$27K | 0.01% | 316 |
|
|
2024
Q1 | $79.2K | Sell |
819
-479
| -37% | -$49.1K | 0.01% | 234 |
|
|
2023
Q4 | $131K | Hold |
1,298
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $132K | Sell |
1,298
-12
| -0.9% | -$1.22K | 0.03% | 168 |
|
|
2023
Q2 | $132K | Sell |
1,310
-26
| -2% | -$2.6K | 0.02% | 175 |
|
|
2023
Q1 | $123K | Buy |
1,336
+16
| +1% | +$1.4K | 0.03% | 176 |
|
|
2022
Q4 | $120K | Sell |
1,320
-36
| -3% | -$3.03K | 0.03% | 163 |
|
|
2022
Q3 | $103K | Sell |
1,356
-200
| -13% | -$16.6K | 0.03% | 163 |
|
|
2022
Q2 | $132K | Buy |
1,556
+409
| +36% | +$35.9K | 0.03% | 167 |
|
|
2022
Q1 | $101K | Hold |
1,147
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $100K | Hold |
1,147
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $94K | Hold |
1,147
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $105K | Hold |
1,147
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $98K | Hold |
1,147
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $108K | Hold |
1,147
| – | – | 0.04% | 161 |
|
|
2020
Q3 | $100K | Hold |
1,147
| – | – | 0.04% | 147 |
|
|
2020
Q2 | $100K | Hold |
1,147
| – | – | 0.04% | 142 |
|
|
2020
Q1 | $95K | Buy |
+1,147
| New | +$102K | 0.05% | 123 |
|
Other funds holding NVS
SI
GGI
MGIA
ERP
CCM
FPTW
CIG
DC
HJIM
GI