LWA
Lowe Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
150
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $16.7K | Buy |
+150
| New | +$16.7K | 0.01% | 214 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$2K | – | 332 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 252 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 239 |
|
|
2019
Q4 | $2K | Sell |
21
-100
| -83% | -$9.52K | ﹤0.01% | 245 |
|
|
2019
Q3 | $11K | Hold |
121
| – | – | 0.01% | 148 |
|
|
2019
Q2 | $11K | Buy |
121
+100
| +476% | +$9.09K | 0.01% | 159 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 230 |
|
|
2018
Q4 | $2K | Sell |
21
-44
| -68% | -$4.19K | ﹤0.01% | 218 |
|
|
2018
Q3 | $6K | Buy |
65
+44
| +210% | +$4.06K | ﹤0.01% | 173 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 203 |
|
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 209 |
|
|
2017
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 220 |
|
|
2017
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 213 |
|
|
2017
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 189 |
|
|
2017
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 187 |
|
|
2016
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 194 |
|
|
2016
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 204 |
|
|
2016
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 203 |
|