Physician 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
Q2 | $186K | Buy |
1,541
+85
| +6% | +$10.3K | 0.03% | 197 |
|
|
2025
Q1 | $162K | Buy |
1,456
+15
| +1% | +$1.67K | 0.03% | 204 |
|
|
2024
Q4 | $140K | Buy |
+1,441
| New | +$140K | 0.02% | 217 |
|
|
2024
Q2 | – | Sell |
-2,204
| Closed | -$205K | – | 185 |
|
|
2024
Q1 | $205K | Buy |
2,204
+70
| +3% | +$6.52K | 0.04% | 165 |
|
|
2023
Q4 | $231K | Hold |
2,134
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $208K | Hold |
2,134
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $211K | Sell |
2,134
-652
| -23% | -$64.4K | 0.05% | 144 |
|
|
2023
Q1 | $273K | Sell |
2,786
-64
| -2% | -$6.27K | 0.07% | 119 |
|
|
2022
Q4 | $262K | Sell |
2,850
-30
| -1% | -$2.76K | 0.07% | 126 |
|
|
2022
Q3 | $223K | Hold |
2,880
| – | – | 0.07% | 136 |
|
|
2022
Q2 | $247K | Sell |
2,880
-149
| -5% | -$12.8K | 0.07% | 128 |
|
|
2022
Q1 | $267K | Sell |
3,029
-109
| -3% | -$9.61K | 0.07% | 130 |
|
|
2021
Q4 | $280K | Sell |
3,138
-517
| -14% | -$46.1K | 0.07% | 134 |
|
|
2021
Q3 | $305K | Sell |
3,655
-386
| -10% | -$32.2K | 0.08% | 119 |
|
|
2021
Q2 | $368K | Sell |
4,041
-9
| -0.2% | -$820 | 0.11% | 101 |
|
|
2021
Q1 | $353K | Buy |
4,050
+101
| +3% | +$8.8K | 0.11% | 98 |
|
|
2020
Q4 | $353K | Sell |
3,949
-213
| -5% | -$19K | 0.12% | 94 |
|
|
2020
Q3 | $332K | Buy |
4,162
+46
| +1% | +$3.67K | 0.13% | 90 |
|
|
2020
Q2 | $339K | Buy |
4,116
+90
| +2% | +$7.41K | 0.14% | 92 |
|
|
2020
Q1 | $355K | Sell |
4,026
-50
| -1% | -$4.41K | 0.18% | 74 |
|
|
2019
Q4 | $382K | Buy |
4,076
+213
| +6% | +$20K | 0.17% | 72 |
|
|
2019
Q3 | $353K | Buy |
+3,863
| New | +$353K | 0.17% | 71 |
|