Valley Wealth Managers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$4.01K | – | 353 |
|
|
2025
Q1 | $4.01K | Hold |
36
| – | – | ﹤0.01% | 303 |
|
|
2024
Q4 | $3.5K | Hold |
36
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $4.14K | Buy |
+36
| New | +$4.14K | ﹤0.01% | 324 |
|
|
2023
Q2 | – | Sell |
-193
| Closed | -$17.8K | – | 362 |
|
|
2023
Q1 | $17.8K | Buy |
+193
| New | +$17.8K | ﹤0.01% | 261 |
|
|
2022
Q4 | – | Sell |
-260
| Closed | -$20K | – | 445 |
|
|
2022
Q3 | $20K | Hold |
260
| – | – | ﹤0.01% | 288 |
|
|
2022
Q2 | $22K | Buy |
+260
| New | +$22K | ﹤0.01% | 292 |
|
|
2015
Q1 | – | Sell |
-4,464
| Closed | -$371K | – | 106 |
|
|
2014
Q4 | $371K | Hold |
4,464
| – | – | 0.07% | 95 |
|
|
2014
Q3 | $377K | Hold |
4,464
| – | – | 0.07% | 92 |
|
|
2014
Q2 | $362K | Hold |
4,464
| – | – | 0.07% | 99 |
|
|
2014
Q1 | $340K | Hold |
4,464
| – | – | 0.07% | 93 |
|
|
2013
Q4 | $322K | Buy |
+4,464
| New | +$322K | 0.07% | 94 |
|