RFG Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $312K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $839K | Sell |
|
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|
2024
Q3 | $1.38M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $202K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $230K | Buy |
|
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $223K | Sell |
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|
2017
Q2 | $268K | Buy |
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|
2017
Q1 | $228K | Buy |
|