Smith Salley Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Hold |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.49M | Buy |
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|
2021
Q4 | $3.4M | Sell |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $3.22M | Buy |
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|
2020
Q2 | $3.21M | Buy |
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|
2020
Q1 | $2.88M | Sell |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $3.12M | Buy |
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|
2019
Q2 | $3.09M | Sell |
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|
2019
Q1 | $3.43M | Buy |
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|
2018
Q4 | $2.99M | Sell |
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|
2018
Q3 | $3.09M | Sell |
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|
2018
Q2 | $2.86M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $3.08M | Buy |
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|
2017
Q3 | $3.09M | Sell |
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|
2017
Q2 | $3.01M | Buy |
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|
2017
Q1 | $2.6M | Buy |
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|
2016
Q4 | $2.44M | Buy |
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|
2016
Q3 | $2.52M | Buy |
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|
2016
Q2 | $2.25M | Buy |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.86M | Buy |
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|
2015
Q3 | $1.86M | Buy |
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|
2015
Q2 | $1.93M | Buy |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.26M | Buy |
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|
2014
Q3 | $1.14M | Buy |
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|
2014
Q2 | $881K | Buy |
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|
2014
Q1 | $509K | Buy |
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|
2013
Q4 | $338K | Buy |
|