RWA Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
9,859
+77
| +0.8% | +$9.32K | 0.01% | 302 |
|
|
2025
Q1 | $1.09M | Buy |
9,782
+217
| +2% | +$24.2K | 0.01% | 308 |
|
|
2024
Q4 | $931K | Buy |
9,565
+160
| +2% | +$15.6K | 0.01% | 336 |
|
|
2024
Q3 | $1.08M | Buy |
9,405
+40
| +0.4% | +$4.6K | 0.01% | 316 |
|
|
2024
Q2 | $997K | Buy |
9,365
+5
| +0.1% | +$532 | 0.01% | 302 |
|
|
2024
Q1 | $905K | Buy |
9,360
+300
| +3% | +$29K | 0.01% | 317 |
|
|
2023
Q4 | $915K | Buy |
9,060
+2,110
| +30% | +$213K | 0.01% | 301 |
|
|
2023
Q3 | $708K | Hold |
6,950
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $701K | Buy |
+6,950
| New | +$701K | 0.02% | 195 |
|
|
2020
Q3 | – | Sell |
-4,228
| Closed | -$369K | – | 225 |
|
|
2020
Q2 | $369K | Buy |
4,228
+52
| +1% | +$4.54K | 0.05% | 160 |
|
|
2020
Q1 | $344K | Sell |
4,176
-29
| -0.7% | -$2.39K | 0.05% | 154 |
|
|
2019
Q4 | $398K | Hold |
4,205
| – | – | 0.04% | 179 |
|
|
2019
Q3 | $365K | Hold |
4,205
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $384K | Sell |
4,205
-488
| -10% | -$44.6K | 0.04% | 171 |
|
|
2019
Q1 | $404K | Hold |
4,693
| – | – | 0.05% | 169 |
|
|
2018
Q4 | $361K | Hold |
4,693
| – | – | 0.05% | 163 |
|
|
2018
Q3 | $362K | Hold |
4,693
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $318K | Sell |
4,693
-111
| -2% | -$7.52K | 0.04% | 187 |
|
|
2018
Q1 | $348K | Sell |
4,804
-757
| -14% | -$54.8K | 0.04% | 156 |
|
|
2017
Q4 | $418K | Sell |
5,561
-2,018
| -27% | -$152K | 0.05% | 171 |
|
|
2017
Q3 | $583K | Buy |
+7,579
| New | +$583K | 0.07% | 145 |
|