HBWM
Hollow Brook Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
3,788
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $422K | Hold |
3,788
| – | – | 0.12% | 63 |
|
|
2024
Q4 | $369K | Hold |
3,788
| – | – | 0.11% | 69 |
|
|
2024
Q3 | $436K | Hold |
3,788
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $403K | Hold |
3,788
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $366K | Hold |
3,788
| – | – | 0.14% | 65 |
|
|
2023
Q4 | $382K | Hold |
3,788
| – | – | 0.15% | 65 |
|
|
2023
Q3 | $386K | Hold |
3,788
| – | – | 0.16% | 66 |
|
|
2023
Q2 | $382K | Hold |
3,788
| – | – | 0.17% | 65 |
|
|
2023
Q1 | $348K | Hold |
3,788
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $344K | Hold |
3,788
| – | – | 0.16% | 64 |
|
|
2022
Q3 | $288K | Sell |
3,788
-2,000
| -35% | -$152K | 0.16% | 61 |
|
|
2022
Q2 | $489K | Hold |
5,788
| – | – | 0.27% | 52 |
|
|
2022
Q1 | $508K | Hold |
5,788
| – | – | 0.23% | 55 |
|
|
2021
Q4 | $506K | Buy |
+5,788
| New | +$506K | 0.26% | 51 |
|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$567K | – | 53 |
|
|
2020
Q4 | $567K | Buy |
+6,000
| New | +$567K | 0.34% | 35 |
|
|
2014
Q2 | – | Sell |
-56,713
| Closed | -$4.82M | – | 57 |
|
|
2014
Q1 | $4.82M | Sell |
56,713
-51,203
| -47% | -$4.35M | 1.58% | 26 |
|
|
2013
Q4 | $8.67M | Sell |
107,916
-1,127
| -1% | -$90.6K | 2.84% | 12 |
|
|
2013
Q3 | $8.37M | Sell |
109,043
-1,015
| -0.9% | -$77.9K | 2.93% | 12 |
|
|
2013
Q2 | $7.78M | Buy |
+110,058
| New | +$7.78M | 2.87% | 16 |
|