Paces Ferry Wealth 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
Q2 | $373K | Sell |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $715K | Buy |
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|
2020
Q4 | $734K | Buy |
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|
2020
Q3 | $489K | Buy |
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