Provenance 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 | $60.5K | Hold |
500
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $55.7K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $48.7K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $57.5K | Hold |
500
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $53.2K | Hold |
500
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $48.4K | Sell |
500
-55
| -10% | -$5.32K | 0.01% | 228 |
|
|
2023
Q4 | $56K | Buy |
555
+55
| +11% | +$5.55K | 0.01% | 197 |
|
|
2023
Q3 | $50.9K | Buy |
+500
| New | +$50.9K | 0.01% | 176 |
|