Marcum Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $216K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $203K | Sell |
|
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|
2023
Q3 | $233K | Sell |
|
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|
2023
Q2 | $234K | Sell |
|
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|
2023
Q1 | $252K | Sell |
|
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|
2022
Q4 | $258K | Sell |
|
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|
2022
Q3 | $226K | Sell |
|
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|
2022
Q2 | $256K | Sell |
|
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $245K | Buy |
|
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|
2021
Q2 | $240K | Sell |
|
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|
2021
Q1 | $251K | Buy |
|