OneDigital Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $908K | Buy |
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|
2025
Q2 | $793K | Sell |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $467K | Buy |
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|
2020
Q1 | $420K | Sell |
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|
2019
Q4 | $537K | Buy |
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|
2019
Q3 | $459K | Buy |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $111K | Hold |
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|
2018
Q4 | $99K | Buy |
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|
2018
Q3 | $91K | Hold |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $95K | Hold |
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|
2017
Q4 | $99K | Sell |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $102K | Buy |
|