Laurel Wealth Advisors (North Carolina)’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-974	Closed	-$134K	–	487
2025 Q4	$134K	Buy	+974	New	+$128K	0.02%	219
2025 Q2	–	Sell	-974	Closed	-$109K	–	509
2025 Q1	$109K	Hold	974	–	–	0.02%	235
2024 Q4	$94.8K	Hold	974	–	–	0.01%	243
2024 Q3	$112K	Sell	974 -275	-22%	-$31.2K	0.02%	226
2024 Q2	$133K	Hold	1,249	–	–	0.02%	209
2024 Q1	$121K	Hold	1,249	–	–	0.02%	217
2023 Q4	$126K	Hold	1,249	–	–	0.02%	206
2023 Q3	$127K	Hold	1,249	–	–	0.03%	202
2023 Q2	$126K	Hold	1,249	–	–	0.03%	200
2023 Q1	$115K	Buy	1,249 +1,077	+626%	+$94.1K	0.02%	207
2022 Q4	$15.6K	Hold	172	–	–	﹤0.01%	351
2022 Q3	$13K	Hold	172	–	–	﹤0.01%	370
2022 Q2	$15K	Hold	172	–	–	﹤0.01%	359
2022 Q1	$15K	Hold	172	–	–	﹤0.01%	377
2021 Q4	$15K	Hold	172	–	–	﹤0.01%	374
2021 Q3	$14K	Hold	172	–	–	﹤0.01%	380
2021 Q2	$16K	Hold	172	–	–	﹤0.01%	408
2021 Q1	$15K	Sell	172 -119	-41%	-$10.7K	﹤0.01%	383
2020 Q4	$27K	Hold	291	–	–	0.01%	311
2020 Q3	$25K	Hold	291	–	–	0.01%	296
2020 Q2	$25K	Sell	291 -19	-6%	-$1.64K	0.01%	290
2020 Q1	$26K	Buy	310 +19	+7%	+$1.7K	0.01%	270
2019 Q4	$28K	Sell	291 -100	-26%	-$8.97K	0.01%	298
2019 Q3	$34K	Buy	391 +18	+5%	+$1.62K	0.01%	267
2019 Q2	$34K	Sell	373 -63	-14%	-$5.33K	0.01%	273
2019 Q1	$38K	Sell	436 -22	-5%	-$1.77K	0.01%	260
2018 Q4	$35K	Buy	+458	New	+$35.7K	0.01%	247