WWA
WCG Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
18,607
+174
| +0.9% | +$21.1K | 0.15% | 148 |
|
|
2025
Q1 | $2.05M | Sell |
18,433
-1,931
| -9% | -$215K | 0.16% | 139 |
|
|
2024
Q4 | $1.98M | Buy |
20,364
+1,091
| +6% | +$106K | 0.13% | 149 |
|
|
2024
Q3 | $2.22M | Sell |
19,273
-115
| -0.6% | -$13.2K | 0.15% | 148 |
|
|
2024
Q2 | $2.06M | Buy |
19,388
+267
| +1% | +$28.4K | 0.15% | 135 |
|
|
2024
Q1 | $1.85M | Sell |
19,121
-8,250
| -30% | -$798K | 0.15% | 130 |
|
|
2023
Q4 | $2.76M | Sell |
27,371
-6,452
| -19% | -$652K | 0.2% | 102 |
|
|
2023
Q3 | $3.48M | Buy |
33,823
+3,807
| +13% | +$392K | 0.26% | 90 |
|
|
2023
Q2 | $3.03M | Buy |
30,016
+3,489
| +13% | +$352K | 0.35% | 63 |
|
|
2023
Q1 | $2.44M | Buy |
26,527
+1,877
| +8% | +$173K | 0.31% | 68 |
|
|
2022
Q4 | $2.24M | Buy |
24,650
+2,917
| +13% | +$265K | 0.31% | 69 |
|
|
2022
Q3 | $1.82M | Sell |
21,733
-1,272
| -6% | -$107K | 0.24% | 82 |
|
|
2022
Q2 | $1.95M | Buy |
+23,005
| New | +$1.95M | 0.27% | 73 |
|