High Net Worth Advisory Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
2,870
| – | – | 0.09% | 164 |
|
|
2025
Q1 | $320K | Hold |
2,870
| – | – | 0.09% | 159 |
|
|
2024
Q4 | $279K | Hold |
2,870
| – | – | 0.08% | 175 |
|
|
2024
Q3 | $330K | Hold |
2,870
| – | – | 0.09% | 162 |
|
|
2024
Q2 | $306K | Hold |
2,870
| – | – | 0.09% | 158 |
|
|
2024
Q1 | $278K | Hold |
2,870
| – | – | 0.09% | 168 |
|
|
2023
Q4 | $290K | Hold |
2,870
| – | – | 0.11% | 148 |
|
|
2023
Q3 | $292K | Hold |
2,870
| – | – | 0.12% | 141 |
|
|
2023
Q2 | $290K | Sell |
2,870
-58
| -2% | -$5.85K | 0.11% | 144 |
|
|
2023
Q1 | $269K | Hold |
2,928
| – | – | 0.11% | 153 |
|
|
2022
Q4 | $266K | Hold |
2,928
| – | – | 0.1% | 153 |
|
|
2022
Q3 | $223K | Sell |
2,928
-176
| -6% | -$13.4K | 0.1% | 170 |
|
|
2022
Q2 | $262K | Sell |
3,104
-140
| -4% | -$11.8K | 0.11% | 155 |
|
|
2022
Q1 | $285K | Hold |
3,244
| – | – | 0.1% | 150 |
|
|
2021
Q4 | $284K | Buy |
+3,244
| New | +$284K | 0.1% | 162 |
|