Walled Lake Planning & Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
52,701
+762
| +1% | +$92.2K | 2.08% | 12 |
|
|
2025
Q1 | $5.79M | Sell |
51,939
-460
| -0.9% | -$51.3K | 2.06% | 14 |
|
|
2024
Q4 | $5.1M | Buy |
52,399
+604
| +1% | +$58.8K | 1.9% | 16 |
|
|
2024
Q3 | $5.96M | Sell |
51,795
-95
| -0.2% | -$10.9K | 2.24% | 16 |
|
|
2024
Q2 | $5.52M | Sell |
51,890
-896
| -2% | -$95.4K | 2.26% | 17 |
|
|
2024
Q1 | $5.11M | Sell |
52,786
-527
| -1% | -$51K | 2.1% | 19 |
|
|
2023
Q4 | $5.38M | Sell |
53,313
-436
| -0.8% | -$44K | 2.5% | 17 |
|
|
2023
Q3 | $5.47M | Buy |
53,749
+450
| +0.8% | +$45.8K | 2.74% | 16 |
|
|
2023
Q2 | $5.38M | Buy |
53,299
+218
| +0.4% | +$22K | 2.62% | 17 |
|
|
2023
Q1 | $4.88M | Buy |
53,081
+3,845
| +8% | +$354K | 2.56% | 17 |
|
|
2022
Q4 | $4.47M | Sell |
49,236
-220
| -0.4% | -$20K | 3.04% | 17 |
|
|
2022
Q3 | $3.76M | Buy |
49,456
+1,032
| +2% | +$78.4K | 2.63% | 18 |
|
|
2022
Q2 | $4.09M | Buy |
48,424
+1,447
| +3% | +$122K | 2.82% | 16 |
|
|
2022
Q1 | $4.12M | Buy |
+46,977
| New | +$4.12M | 2.45% | 19 |
|