Meridian Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
2,601
| – | – | 0.05% | 146 |
|
|
2025
Q1 | $290K | Hold |
2,601
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $253K | Hold |
2,601
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $299K | Hold |
2,601
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $277K | Hold |
2,601
| – | – | 0.05% | 152 |
|
|
2024
Q1 | $252K | Hold |
2,601
| – | – | 0.05% | 158 |
|
|
2023
Q4 | $263K | Hold |
2,601
| – | – | 0.06% | 155 |
|
|
2023
Q3 | $265K | Sell |
2,601
-15
| -0.6% | -$1.53K | 0.07% | 153 |
|
|
2023
Q2 | $264K | Buy |
2,616
+15
| +0.6% | +$1.51K | 0.06% | 153 |
|
|
2023
Q1 | $239K | Hold |
2,601
| – | – | 0.06% | 166 |
|
|
2022
Q4 | $236K | Buy |
+2,601
| New | +$236K | 0.06% | 170 |
|
|
2022
Q3 | – | Sell |
-2,601
| Closed | -$220K | – | 193 |
|
|
2022
Q2 | $220K | Buy |
+2,601
| New | +$220K | 0.06% | 177 |
|
|
2020
Q1 | – | Sell |
-2,399
| Closed | -$227K | – | 160 |
|
|
2019
Q4 | $227K | Sell |
2,399
-62
| -3% | -$5.87K | 0.09% | 143 |
|
|
2019
Q3 | $214K | Buy |
+2,461
| New | +$214K | 0.09% | 142 |
|
|
2019
Q1 | – | Sell |
-448
| Closed | -$34K | – | 316 |
|
|
2018
Q4 | $34K | Buy |
+448
| New | +$34K | 0.03% | 304 |
|