Prestige Wealth Management Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.4K | Hold |
425
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $49K | Hold |
425
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $41.4K | Hold |
425
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $48.9K | Hold |
425
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $45.2K | Hold |
425
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $43.1K | Sell |
425
-190
| -31% | -$19.3K | 0.01% | 268 |
|
|
2023
Q4 | $62.1K | Hold |
615
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $62.6K | Hold |
615
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $62.1K | Hold |
615
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $56.6K | Hold |
615
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $55.8K | Sell |
615
-14
| -2% | -$1.27K | 0.01% | 245 |
|
|
2022
Q3 | $48K | Sell |
629
-27
| -4% | -$2.06K | 0.01% | 234 |
|
|
2022
Q2 | $55K | Sell |
656
-21
| -3% | -$1.76K | 0.01% | 229 |
|
|
2022
Q1 | $59K | Sell |
677
-19
| -3% | -$1.66K | 0.01% | 233 |
|
|
2021
Q4 | $61K | Hold |
696
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $57K | Sell |
696
-8
| -1% | -$655 | 0.01% | 243 |
|
|
2021
Q2 | $64K | Hold |
704
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $61K | Hold |
704
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $66K | Sell |
704
-70
| -9% | -$6.56K | 0.02% | 219 |
|
|
2020
Q3 | $67K | Hold |
774
| – | – | 0.02% | 212 |
|
|
2020
Q2 | $68K | Sell |
774
-15
| -2% | -$1.32K | 0.02% | 189 |
|
|
2020
Q1 | $65K | Buy |
789
+174
| +28% | +$14.3K | 0.03% | 152 |
|
|
2019
Q4 | $58K | Sell |
615
-11
| -2% | -$1.04K | 0.03% | 193 |
|
|
2019
Q3 | $54K | Buy |
626
+11
| +2% | +$949 | 0.03% | 192 |
|
|
2019
Q2 | $56K | Sell |
615
-71
| -10% | -$6.47K | 0.03% | 186 |
|
|
2019
Q1 | $59K | Sell |
686
-259
| -27% | -$22.3K | 0.04% | 182 |
|
|
2018
Q4 | $73K | Buy |
+945
| New | +$73K | 0.05% | 164 |
|