Laraway Financial 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 | $299K | Hold |
2,467
| – | – | 0.23% | 100 |
|
|
2025
Q1 | $275K | Hold |
2,467
| – | – | 0.22% | 99 |
|
|
2024
Q4 | $240K | Hold |
2,467
| – | – | 0.19% | 107 |
|
|
2024
Q3 | $284K | Hold |
2,467
| – | – | 0.23% | 96 |
|
|
2024
Q2 | $263K | Hold |
2,467
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $239K | Hold |
2,467
| – | – | 0.21% | 101 |
|
|
2023
Q4 | $249K | Hold |
2,467
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $251K | Hold |
2,467
| – | – | 0.26% | 91 |
|
|
2023
Q2 | $249K | Sell |
2,467
-150
| -6% | -$15.1K | 0.25% | 91 |
|
|
2023
Q1 | $241K | Sell |
2,617
-150
| -5% | -$13.8K | 0.24% | 96 |
|
|
2022
Q4 | $251K | Sell |
2,767
-3
| -0.1% | -$272 | 0.26% | 97 |
|
|
2022
Q3 | $210K | Hold |
2,770
| – | – | 0.23% | 100 |
|
|
2022
Q2 | $234K | Hold |
2,770
| – | – | 0.25% | 97 |
|
|
2022
Q1 | $243K | Hold |
2,770
| – | – | 0.22% | 102 |
|
|
2021
Q4 | $242K | Buy |
+2,770
| New | +$242K | 0.22% | 99 |
|