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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $186K | Hold |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $57.7K | Sell |
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|
2024
Q2 | $58.6K | Sell |
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|
2024
Q1 | $79.2K | Sell |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $132K | Sell |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $94K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $95K | Buy |
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