J.W. Cole Advisors’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 | $1.35M | Sell |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $679K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $357K | Buy |
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