High Net Worth Advisory Group’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 | $356K | Sell |
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|
2025
Q2 | $347K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $279K | Hold |
|
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|
2024
Q3 | $330K | Hold |
|
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|
2024
Q2 | $306K | Hold |
|
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|
2024
Q1 | $278K | Hold |
|
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $290K | Sell |
|
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $284K | Buy |
|