Pacific Capital 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
Q1 | – | Sell |
-16
| Closed | -$1.56K | – | 279 |
|
|
2024
Q4 | $1.56K | Hold |
16
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $1.84K | Hold |
16
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $1.7K | Sell |
16
-47
| -75% | -$5K | ﹤0.01% | 447 |
|
|
2024
Q1 | $6.09K | Buy |
63
+47
| +294% | +$4.55K | ﹤0.01% | 284 |
|
|
2023
Q4 | $1.62K | Buy |
+16
| New | +$1.62K | ﹤0.01% | 295 |
|