Legacy Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $761K | Buy |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $120K | Buy |
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|
2018
Q4 | $74K | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $68K | Buy |
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