Spire 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 | $188K | Hold |
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|
2025
Q2 | $177K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $766K | Buy |
|