Stratos Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
8,421
+28
| +0.3% | +$3.39K | 0.05% | 306 |
|
|
2025
Q1 | $936K | Hold |
8,393
| – | – | 0.05% | 309 |
|
|
2024
Q4 | $817K | Sell |
8,393
-41
| -0.5% | -$3.99K | 0.04% | 365 |
|
|
2024
Q3 | $970K | Buy |
8,434
+5
| +0.1% | +$575 | 0.04% | 354 |
|
|
2024
Q2 | $897K | Buy |
8,429
+19
| +0.2% | +$2.02K | 0.04% | 348 |
|
|
2024
Q1 | $814K | Sell |
8,410
-247
| -3% | -$23.9K | 0.05% | 364 |
|
|
2023
Q4 | $874K | Buy |
8,657
+191
| +2% | +$19.3K | 0.05% | 353 |
|
|
2023
Q3 | $862K | Buy |
8,466
+360
| +4% | +$36.7K | 0.06% | 333 |
|
|
2023
Q2 | $818K | Buy |
8,106
+250
| +3% | +$25.2K | 0.06% | 342 |
|
|
2023
Q1 | $723K | Sell |
7,856
-45
| -0.6% | -$4.14K | 0.06% | 347 |
|
|
2022
Q4 | $717K | Buy |
+7,901
| New | +$717K | 0.06% | 334 |
|
|
2022
Q1 | – | Sell |
-6,635
| Closed | -$580K | – | 563 |
|
|
2021
Q4 | $580K | Buy |
6,635
+349
| +6% | +$30.5K | 0.04% | 369 |
|
|
2021
Q3 | $514K | Buy |
6,286
+2,845
| +83% | +$233K | 0.04% | 349 |
|
|
2021
Q2 | $314K | Buy |
+3,441
| New | +$314K | 0.03% | 433 |
|