Summit Financial Wealth Advisors’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 | $411K | Buy |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $294K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $242K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $251K | Buy |
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