Journey Strategic Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
3,317
+13
| +0.4% | +$1.57K | 0.01% | 343 |
|
|
2025
Q1 | $368K | Buy |
3,304
+411
| +14% | +$45.8K | 0.01% | 288 |
|
|
2024
Q4 | $281K | Buy |
2,893
+118
| +4% | +$11.5K | 0.01% | 351 |
|
|
2024
Q3 | $319K | Buy |
2,775
+27
| +1% | +$3.11K | 0.01% | 319 |
|
|
2024
Q2 | $293K | Buy |
2,748
+252
| +10% | +$26.8K | 0.01% | 260 |
|
|
2024
Q1 | $241K | Buy |
+2,496
| New | +$241K | 0.01% | 235 |
|
|
2023
Q1 | – | Sell |
-2,359
| Closed | -$214K | – | 274 |
|
|
2022
Q4 | $214K | Buy |
+2,359
| New | +$214K | 0.03% | 202 |
|