TFA
Tranquilli Financial Advisor’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
4,393
-45
| -1% | -$5.45K | 0.33% | 72 |
|
|
2025
Q1 | $495K | Buy |
4,438
+103
| +2% | +$11.5K | 0.31% | 64 |
|
|
2024
Q4 | $422K | Sell |
4,335
-19
| -0.4% | -$1.85K | 0.27% | 72 |
|
|
2024
Q3 | $501K | Sell |
4,354
-28
| -0.6% | -$3.22K | 0.31% | 67 |
|
|
2024
Q2 | $467K | Sell |
4,382
-10
| -0.2% | -$1.07K | 0.31% | 68 |
|
|
2024
Q1 | $425K | Sell |
4,392
-328
| -7% | -$31.7K | 0.28% | 74 |
|
|
2023
Q4 | $477K | Sell |
4,720
-292
| -6% | -$29.5K | 0.34% | 59 |
|
|
2023
Q3 | $511K | Buy |
5,012
+372
| +8% | +$37.9K | 0.37% | 51 |
|
|
2023
Q2 | $468K | Buy |
4,640
+19
| +0.4% | +$1.92K | 0.33% | 57 |
|
|
2023
Q1 | $425K | Buy |
4,621
+330
| +8% | +$30.4K | 0.32% | 57 |
|
|
2022
Q4 | $389K | Buy |
4,291
+990
| +30% | +$89.8K | 0.3% | 57 |
|
|
2022
Q3 | $251K | Buy |
+3,301
| New | +$251K | 0.2% | 64 |
|
|
2022
Q2 | – | Sell |
-2,333
| Closed | -$205K | – | 73 |
|
|
2022
Q1 | $205K | Sell |
2,333
-33
| -1% | -$2.9K | 0.15% | 79 |
|
|
2021
Q4 | $207K | Sell |
2,366
-123
| -5% | -$10.8K | 0.14% | 78 |
|
|
2021
Q3 | $204K | Buy |
2,489
+67
| +3% | +$5.49K | 0.15% | 74 |
|
|
2021
Q2 | $221K | Sell |
2,422
-14
| -0.6% | -$1.28K | 0.17% | 76 |
|
|
2021
Q1 | $208K | Sell |
2,436
-158
| -6% | -$13.5K | 0.17% | 72 |
|
|
2020
Q4 | $245K | Buy |
+2,594
| New | +$245K | 0.22% | 62 |
|