SIA
Schechter Investment Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
13,071
-1,355
| -9% | -$151K | 0.12% | 172 |
|
|
2024
Q4 | $1.4M | Sell |
14,426
-1,817
| -11% | -$177K | 0.11% | 183 |
|
|
2024
Q3 | $1.87M | Buy |
16,243
+774
| +5% | +$89K | 0.14% | 146 |
|
|
2024
Q2 | $1.65M | Buy |
15,469
+974
| +7% | +$104K | 0.12% | 156 |
|
|
2024
Q1 | $1.4M | Buy |
14,495
+1,747
| +14% | +$169K | 0.1% | 185 |
|
|
2023
Q4 | $1.29M | Buy |
12,748
+330
| +3% | +$33.3K | 0.11% | 179 |
|
|
2023
Q3 | $1.26M | Sell |
12,418
-5,885
| -32% | -$599K | 0.12% | 181 |
|
|
2023
Q2 | $1.85M | Buy |
18,303
+1,971
| +12% | +$199K | 0.17% | 122 |
|
|
2023
Q1 | $1.5M | Sell |
16,332
-1,058
| -6% | -$97.3K | 0.14% | 175 |
|
|
2022
Q4 | $1.58M | Sell |
17,390
-1,337
| -7% | -$121K | 0.14% | 164 |
|
|
2022
Q3 | $1.42M | Sell |
18,727
-4,559
| -20% | -$346K | 0.14% | 179 |
|
|
2022
Q2 | $1.97M | Sell |
23,286
-5,098
| -18% | -$431K | 0.19% | 97 |
|
|
2022
Q1 | $2.49M | Buy |
28,384
+379
| +1% | +$33.3K | 0.23% | 75 |
|
|
2021
Q4 | $2.45M | Buy |
+28,005
| New | +$2.45M | 0.22% | 83 |
|