JWA
JFS Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
5,054
-33
| -0.6% | -$3.99K | 0.04% | 188 |
|
|
2025
Q1 | $567K | Buy |
5,087
+178
| +4% | +$19.8K | 0.04% | 187 |
|
|
2024
Q4 | $478K | Sell |
4,909
-104
| -2% | -$10.1K | 0.03% | 201 |
|
|
2024
Q3 | $577K | Buy |
5,013
+3,054
| +156% | +$351K | 0.04% | 185 |
|
|
2024
Q2 | $209K | Buy |
1,959
+18
| +0.9% | +$1.92K | 0.02% | 240 |
|
|
2024
Q1 | $188K | Sell |
1,941
-110
| -5% | -$10.6K | 0.01% | 248 |
|
|
2023
Q4 | $207K | Sell |
2,051
-4
| -0.2% | -$404 | 0.02% | 234 |
|
|
2023
Q3 | $209K | Buy |
2,055
+795
| +63% | +$81K | 0.02% | 218 |
|
|
2023
Q2 | $127K | Sell |
1,260
-87
| -6% | -$8.78K | 0.01% | 251 |
|
|
2023
Q1 | $124K | Sell |
1,347
-67
| -5% | -$6.16K | 0.01% | 252 |
|
|
2022
Q4 | $128K | Sell |
1,414
-1,005
| -42% | -$91.2K | 0.01% | 246 |
|
|
2022
Q3 | $184K | Buy |
2,419
+100
| +4% | +$7.61K | 0.02% | 221 |
|
|
2022
Q2 | $196K | Sell |
2,319
-284
| -11% | -$24K | 0.02% | 213 |
|
|
2022
Q1 | $228K | Sell |
2,603
-314
| -11% | -$27.5K | 0.02% | 216 |
|
|
2021
Q4 | $255K | Sell |
2,917
-74
| -2% | -$6.47K | 0.02% | 206 |
|
|
2021
Q3 | $245K | Buy |
2,991
+1,100
| +58% | +$90.1K | 0.03% | 200 |
|
|
2021
Q2 | $173K | Buy |
1,891
+139
| +8% | +$12.7K | 0.03% | 178 |
|
|
2021
Q1 | $150K | Buy |
1,752
+385
| +28% | +$33K | 0.03% | 166 |
|
|
2020
Q4 | $129K | Buy |
1,367
+687
| +101% | +$64.8K | 0.03% | 175 |
|
|
2020
Q3 | $59K | Hold |
680
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $59K | Hold |
680
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $56K | Hold |
680
| – | – | 0.02% | 211 |
|
|
2019
Q4 | $64K | Hold |
680
| – | – | 0.02% | 224 |
|
|
2019
Q3 | $59K | Hold |
680
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $62K | Hold |
680
| – | – | 0.02% | 227 |
|
|
2019
Q1 | $65K | Hold |
680
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $58K | Hold |
680
| – | – | 0.02% | 216 |
|
|
2018
Q3 | $59K | Hold |
680
| – | – | 0.02% | 235 |
|
|
2018
Q2 | $51K | Sell |
680
-21
| -3% | -$1.58K | 0.01% | 240 |
|
|
2018
Q1 | $57K | Hold |
701
| – | – | 0.02% | 234 |
|
|
2017
Q4 | $59K | Buy |
701
+101
| +17% | +$8.5K | 0.01% | 241 |
|
|
2017
Q3 | $52K | Hold |
600
| – | – | 0.01% | 241 |
|
|
2017
Q2 | $50K | Hold |
600
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $44K | Hold |
600
| – | – | 0.01% | 230 |
|
|
2016
Q4 | $44K | Hold |
600
| – | – | 0.01% | 230 |
|
|
2016
Q3 | $47K | Hold |
600
| – | – | 0.01% | 247 |
|
|
2016
Q2 | $50K | Hold |
600
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $43K | Sell |
600
-31,505
| -98% | -$2.26M | 0.01% | 249 |
|
|
2015
Q4 | $2.76M | Sell |
32,105
-150
| -0.5% | -$12.9K | 0.8% | 31 |
|
|
2015
Q3 | $2.97M | Sell |
32,255
-100
| -0.3% | -$9.19K | 1.31% | 22 |
|
|
2015
Q2 | $3.18M | Hold |
32,355
| – | – | 1.63% | 18 |
|
|
2015
Q1 | $3.19M | Sell |
32,355
-100
| -0.3% | -$9.86K | 1.5% | 19 |
|
|
2014
Q4 | $3.01M | Sell |
32,455
-275
| -0.8% | -$25.5K | 0.48% | 19 |
|
|
2014
Q3 | $3.08M | Hold |
32,730
| – | – | 0.54% | 18 |
|
|
2014
Q2 | $2.96M | Sell |
32,730
-90
| -0.3% | -$8.15K | 0.54% | 19 |
|
|
2014
Q1 | $2.79M | Sell |
32,820
-310
| -0.9% | -$26.4K | 1.55% | 17 |
|
|
2013
Q4 | $2.66M | Sell |
33,130
-995
| -3% | -$80K | 1.16% | 21 |
|
|
2013
Q3 | $2.62M | Buy |
34,125
+445
| +1% | +$34.1K | 1.22% | 22 |
|
|
2013
Q2 | $2.38M | Buy |
+33,680
| New | +$2.38M | 1.2% | 24 |
|