SVWAG
Sound View Wealth Advisors Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
3,556
-105
| -3% | -$12.7K | 0.03% | 291 |
|
|
2025
Q1 | $408K | Hold |
3,661
| – | – | 0.03% | 284 |
|
|
2024
Q4 | $356K | Hold |
3,661
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $421K | Hold |
3,661
| – | – | 0.03% | 282 |
|
|
2024
Q2 | $390K | Hold |
3,661
| – | – | 0.04% | 263 |
|
|
2024
Q1 | $354K | Hold |
3,661
| – | – | 0.04% | 278 |
|
|
2023
Q4 | $370K | Hold |
3,661
| – | – | 0.04% | 273 |
|
|
2023
Q3 | $373K | Hold |
3,661
| – | – | 0.05% | 259 |
|
|
2023
Q2 | $369K | Hold |
3,661
| – | – | 0.05% | 260 |
|
|
2023
Q1 | $337K | Hold |
3,661
| – | – | 0.05% | 270 |
|
|
2022
Q4 | $370K | Sell |
3,661
-216
| -6% | -$21.8K | 0.04% | 273 |
|
|
2022
Q3 | $295K | Hold |
3,877
| – | – | 0.07% | 213 |
|
|
2022
Q2 | $328K | Hold |
3,877
| – | – | 0.07% | 209 |
|
|
2022
Q1 | $340K | Hold |
3,877
| – | – | 0.06% | 219 |
|
|
2021
Q4 | $339K | Hold |
3,877
| – | – | 0.06% | 218 |
|
|
2021
Q3 | $317K | Hold |
3,877
| – | – | 0.07% | 224 |
|
|
2021
Q2 | $354K | Sell |
3,877
-717
| -16% | -$65.5K | 0.07% | 212 |
|
|
2021
Q1 | $393K | Sell |
4,594
-296
| -6% | -$25.3K | 0.09% | 182 |
|
|
2020
Q4 | $462K | Sell |
4,890
-277
| -5% | -$26.2K | 0.11% | 160 |
|
|
2020
Q3 | $449K | Buy |
5,167
+49
| +1% | +$4.26K | 0.12% | 152 |
|
|
2020
Q2 | $447K | Buy |
5,118
+34
| +0.7% | +$2.97K | 0.13% | 143 |
|
|
2020
Q1 | $419K | Sell |
5,084
-560
| -10% | -$46.2K | 0.14% | 131 |
|
|
2019
Q4 | $534K | Buy |
5,644
+246
| +5% | +$23.3K | 0.15% | 134 |
|
|
2019
Q3 | $469K | Sell |
5,398
-864
| -14% | -$75.1K | 0.14% | 143 |
|
|
2019
Q2 | $572K | Buy |
+6,262
| New | +$572K | 0.17% | 128 |
|