Sound View Wealth Advisors Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $421K | Hold |
|
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|
2024
Q2 | $390K | Hold |
|
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|
2024
Q1 | $354K | Hold |
|
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|
2023
Q4 | $370K | Hold |
|
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|
2023
Q3 | $373K | Hold |
|
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $337K | Hold |
|
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $339K | Hold |
|
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $462K | Sell |
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|
2020
Q3 | $449K | Buy |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $534K | Buy |
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|
2019
Q3 | $469K | Sell |
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|
2019
Q2 | $572K | Buy |
|