Meridian Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
8,446
+4,076
| +93% | +$493K | 0.04% | 303 |
|
|
2025
Q1 | $487K | Buy |
4,370
+209
| +5% | +$23.3K | 0.02% | 413 |
|
|
2024
Q4 | $405K | Buy |
4,161
+106
| +3% | +$10.3K | 0.02% | 459 |
|
|
2024
Q3 | $466K | Buy |
4,055
+726
| +22% | +$83.5K | 0.02% | 417 |
|
|
2024
Q2 | $354K | Buy |
+3,329
| New | +$354K | 0.04% | 214 |
|
|
2024
Q1 | – | Sell |
-3,549
| Closed | -$358K | – | 398 |
|
|
2023
Q4 | $358K | Buy |
3,549
+19
| +0.5% | +$1.92K | 0.02% | 452 |
|
|
2023
Q3 | $360K | Sell |
3,530
-22
| -0.6% | -$2.24K | 0.02% | 427 |
|
|
2023
Q2 | $358K | Buy |
3,552
+22
| +0.6% | +$2.22K | 0.03% | 393 |
|
|
2023
Q1 | $325K | Hold |
3,530
| – | – | 0.03% | 406 |
|
|
2022
Q4 | $320K | Buy |
3,530
+8
| +0.2% | +$726 | 0.03% | 397 |
|
|
2022
Q3 | $268K | Sell |
3,522
-555
| -14% | -$42.2K | 0.03% | 388 |
|
|
2022
Q2 | $345K | Buy |
4,077
+594
| +17% | +$50.3K | 0.03% | 420 |
|
|
2022
Q1 | $306K | Hold |
3,483
| – | – | 0.03% | 310 |
|
|
2021
Q4 | $305K | Buy |
3,483
+200
| +6% | +$17.5K | 0.03% | 313 |
|
|
2021
Q3 | $268K | Sell |
3,283
-1
| -0% | -$82 | 0.03% | 327 |
|
|
2021
Q2 | $300K | Buy |
3,284
+450
| +16% | +$41.1K | 0.04% | 299 |
|
|
2021
Q1 | $242K | Buy |
2,834
+84
| +3% | +$7.17K | 0.04% | 313 |
|
|
2020
Q4 | $259K | Buy |
+2,750
| New | +$259K | 0.04% | 274 |
|
|
2019
Q3 | – | Sell |
-1,087
| Closed | -$992 | – | 386 |
|
|
2019
Q2 | $992 | Buy |
+1,087
| New | +$992 | 0.04% | 273 |
|