PFWA
Paces Ferry Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,084
-155
| -5% | -$18.8K | 0.17% | 74 |
|
|
2025
Q1 | $361K | Sell |
3,239
-186
| -5% | -$20.7K | 0.18% | 78 |
|
|
2024
Q4 | $333K | Sell |
3,425
-155
| -4% | -$15.1K | 0.16% | 83 |
|
|
2024
Q3 | $412K | Sell |
3,580
-17
| -0.5% | -$1.96K | 0.24% | 69 |
|
|
2024
Q2 | $383K | Sell |
3,597
-88
| -2% | -$9.37K | 0.23% | 74 |
|
|
2024
Q1 | $356K | Sell |
3,685
-262
| -7% | -$25.3K | 0.23% | 75 |
|
|
2023
Q4 | $399K | Sell |
3,947
-12
| -0.3% | -$1.21K | 0.28% | 69 |
|
|
2023
Q3 | $403K | Sell |
3,959
-147
| -4% | -$15K | 0.32% | 63 |
|
|
2023
Q2 | $414K | Sell |
4,106
-142
| -3% | -$14.3K | 0.31% | 62 |
|
|
2023
Q1 | $391K | Sell |
4,248
-1,755
| -29% | -$161K | 0.32% | 67 |
|
|
2022
Q4 | $545K | Sell |
6,003
-773
| -11% | -$70.1K | 0.53% | 39 |
|
|
2022
Q3 | $515K | Sell |
6,776
-2
| -0% | -$152 | 0.56% | 40 |
|
|
2022
Q2 | $573K | Sell |
6,778
-646
| -9% | -$54.6K | 0.56% | 41 |
|
|
2022
Q1 | $651K | Buy |
7,424
+1,739
| +31% | +$152K | 0.52% | 43 |
|
|
2021
Q4 | $497K | Sell |
5,685
-2,229
| -28% | -$195K | 0.36% | 58 |
|
|
2021
Q3 | $647K | Sell |
7,914
-497
| -6% | -$40.6K | 0.52% | 43 |
|
|
2021
Q2 | $767K | Buy |
8,411
+41
| +0.5% | +$3.74K | 0.59% | 45 |
|
|
2021
Q1 | $715K | Buy |
8,370
+597
| +8% | +$51K | 0.62% | 44 |
|
|
2020
Q4 | $734K | Buy |
7,773
+2,144
| +38% | +$202K | 0.67% | 41 |
|
|
2020
Q3 | $489K | Buy |
+5,629
| New | +$489K | 0.43% | 51 |
|