Strategic Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
+1,408
| New | +$170K | 0.01% | 337 |
|
|
2020
Q2 | – | Sell |
-12,999
| Closed | -$1.23M | – | 159 |
|
|
2020
Q1 | $1.23M | Hold |
12,999
| – | – | 0.64% | 44 |
|
|
2019
Q4 | $1.23M | Sell |
12,999
-59
| -0.5% | -$5.59K | 0.64% | 44 |
|
|
2019
Q3 | $86K | Buy |
13,058
+9,356
| +253% | +$61.6K | 0.44% | 63 |
|
|
2019
Q2 | $337K | Sell |
3,702
-1,289
| -26% | -$117K | 0.16% | 107 |
|
|
2019
Q1 | $429K | Buy |
4,991
+634
| +15% | +$54.5K | 0.2% | 104 |
|
|
2018
Q4 | $345K | Sell |
4,357
-156
| -3% | -$12.4K | 0.17% | 104 |
|
|
2018
Q3 | $348K | Sell |
4,513
-609
| -12% | -$47K | 0.19% | 107 |
|
|
2018
Q2 | $347K | Sell |
5,122
-2,498
| -33% | -$169K | 0.2% | 110 |
|
|
2018
Q1 | $552K | Sell |
7,620
-779
| -9% | -$56.4K | 0.28% | 108 |
|
|
2017
Q4 | $621K | Buy |
+8,399
| New | +$621K | 0.34% | 100 |
|