One 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 | $288K | Buy |
2,376
+200
| +9% | +$24.2K | 0.04% | 225 |
|
|
2025
Q1 | $245K | Buy |
+2,176
| New | +$245K | 0.04% | 243 |
|
|
2023
Q1 | – | Sell |
-350
| Closed | -$31.8K | – | 466 |
|
|
2022
Q4 | $31.8K | Buy |
+350
| New | +$31.8K | 0.01% | 468 |
|
|
2019
Q2 | – | Sell |
-133
| Closed | -$11K | – | 376 |
|
|
2019
Q1 | $11K | Buy |
+133
| New | +$11K | 0.01% | 312 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$4K | – | 358 |
|
|
2018
Q3 | $4K | Sell |
56
-2
| -3% | -$143 | ﹤0.01% | 434 |
|
|
2018
Q2 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 432 |
|