Independent Advisor Alliance’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 | $690K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $407K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $342K | Sell |
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|
2018
Q2 | $317K | Buy |
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|
2018
Q1 | $343K | Buy |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $338K | Sell |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $390K | Buy |
|