Laurel Wealth Advisors (North Carolina)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
117,864
+116,890
| +12,001% | +$966K | 0.01% | 267 |
|
|
2025
Q1 | $109K | Hold |
974
| – | – | 0.02% | 235 |
|
|
2024
Q4 | $94.8K | Hold |
974
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $112K | Sell |
974
-275
| -22% | -$31.6K | 0.02% | 225 |
|
|
2024
Q2 | $133K | Hold |
1,249
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $121K | Hold |
1,249
| – | – | 0.02% | 216 |
|
|
2023
Q4 | $126K | Hold |
1,249
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $127K | Hold |
1,249
| – | – | 0.03% | 201 |
|
|
2023
Q2 | $126K | Hold |
1,249
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $115K | Buy |
1,249
+1,077
| +626% | +$99.1K | 0.02% | 206 |
|
|
2022
Q4 | $15.6K | Hold |
172
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $13K | Hold |
172
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $15K | Hold |
172
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $15K | Hold |
172
| – | – | ﹤0.01% | 376 |
|
|
2021
Q4 | $15K | Hold |
172
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $14K | Hold |
172
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $16K | Hold |
172
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $15K | Sell |
172
-119
| -41% | -$10.4K | ﹤0.01% | 382 |
|
|
2020
Q4 | $27K | Hold |
291
| – | – | 0.01% | 311 |
|
|
2020
Q3 | $25K | Hold |
291
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $25K | Sell |
291
-19
| -6% | -$1.63K | 0.01% | 290 |
|
|
2020
Q1 | $26K | Buy |
310
+19
| +7% | +$1.59K | 0.01% | 270 |
|
|
2019
Q4 | $28K | Sell |
291
-100
| -26% | -$9.62K | 0.01% | 298 |
|
|
2019
Q3 | $34K | Buy |
391
+18
| +5% | +$1.57K | 0.01% | 267 |
|
|
2019
Q2 | $34K | Sell |
373
-63
| -14% | -$5.74K | 0.01% | 273 |
|
|
2019
Q1 | $38K | Sell |
436
-22
| -5% | -$1.92K | 0.01% | 260 |
|
|
2018
Q4 | $35K | Buy |
+458
| New | +$35K | 0.01% | 247 |
|