SFWA
Summit Financial Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $330K | Sell |
2,960
-78
| -3% | -$8.7K | 0.07% | 107 |
|
|
2024
Q4 | $320K | Hold |
3,038
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $349K | Hold |
3,038
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $323K | Hold |
3,038
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $294K | Buy |
+3,038
| New | +$294K | 0.06% | 102 |
|
|
2020
Q4 | – | Sell |
-2,960
| Closed | -$236K | – | 111 |
|
|
2020
Q3 | $236K | Buy |
2,960
+215
| +8% | +$17.1K | 0.06% | 105 |
|
|
2020
Q2 | $242K | Hold |
2,745
| – | – | 0.06% | 106 |
|
|
2020
Q1 | $235K | Sell |
2,745
-65
| -2% | -$5.57K | 0.07% | 107 |
|
|
2019
Q4 | $263K | Sell |
2,810
-95
| -3% | -$8.89K | 0.06% | 118 |
|
|
2019
Q3 | $252K | Hold |
2,905
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $265K | Sell |
2,905
-365
| -11% | -$33.3K | 0.06% | 130 |
|
|
2019
Q1 | $311K | Buy |
3,270
+80
| +3% | +$7.61K | 0.08% | 106 |
|
|
2018
Q4 | $274K | Buy |
3,190
+164
| +5% | +$14.1K | 0.09% | 102 |
|
|
2018
Q3 | $251K | Buy |
+3,026
| New | +$251K | 0.08% | 120 |
|