OWA
Opal Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,438
-77
| -3% | -$9.32K | 0.08% | 143 |
|
|
2025
Q1 | $280K | Buy |
2,515
+112
| +5% | +$12.5K | 0.09% | 128 |
|
|
2024
Q4 | $234K | Sell |
2,403
-46
| -2% | -$4.48K | 0.07% | 168 |
|
|
2024
Q3 | $282K | Sell |
2,449
-197
| -7% | -$22.7K | 0.09% | 134 |
|
|
2024
Q2 | $282K | Sell |
2,646
-14
| -0.5% | -$1.49K | 0.09% | 128 |
|
|
2024
Q1 | $257K | Buy |
2,660
+2
| +0.1% | +$193 | 0.09% | 140 |
|
|
2023
Q4 | $268K | Sell |
2,658
-4
| -0.2% | -$404 | 0.11% | 136 |
|
|
2023
Q3 | $271K | Sell |
2,662
-129
| -5% | -$13.1K | 0.16% | 112 |
|
|
2023
Q2 | $282K | Sell |
2,791
-7
| -0.3% | -$706 | 0.14% | 106 |
|
|
2023
Q1 | $257K | Buy |
2,798
+18
| +0.6% | +$1.66K | 0.15% | 86 |
|
|
2022
Q4 | $252K | Buy |
+2,780
| New | +$252K | 0.14% | 93 |
|
|
2022
Q3 | – | Sell |
-2,529
| Closed | -$214K | – | 114 |
|
|
2022
Q2 | $214K | Sell |
2,529
-234
| -8% | -$19.8K | 0.14% | 97 |
|
|
2022
Q1 | $242K | Buy |
2,763
+153
| +6% | +$13.4K | 0.21% | 82 |
|
|
2021
Q4 | $228K | Buy |
+2,610
| New | +$228K | 0.14% | 109 |
|