Icon Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
3,465
+276
| +9% | +$33.4K | 0.03% | 267 |
|
|
2025
Q1 | $355K | Buy |
3,189
+164
| +5% | +$18.3K | 0.03% | 270 |
|
|
2024
Q4 | $294K | Sell |
3,025
-12
| -0.4% | -$1.17K | 0.02% | 302 |
|
|
2024
Q3 | $349K | Sell |
3,037
-8
| -0.3% | -$920 | 0.03% | 268 |
|
|
2024
Q2 | $339K | Sell |
3,045
-357
| -10% | -$39.8K | 0.03% | 265 |
|
|
2024
Q1 | $329K | Sell |
3,402
-229
| -6% | -$22.2K | 0.03% | 265 |
|
|
2023
Q4 | $367K | Buy |
+3,631
| New | +$367K | 0.04% | 239 |
|
|
2022
Q4 | $442K | Sell |
4,875
-492
| -9% | -$44.6K | 0.05% | 202 |
|
|
2022
Q3 | $408K | Buy |
+5,367
| New | +$408K | 0.05% | 197 |
|