Wealth Alliance Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
2,700
| – | – | 0.06% | 143 |
|
|
2025
Q1 | $301K | Hold |
2,700
| – | – | 0.06% | 146 |
|
|
2024
Q4 | $263K | Sell |
2,700
-100
| -4% | -$9.73K | 0.06% | 153 |
|
|
2024
Q3 | $322K | Hold |
2,800
| – | – | 0.07% | 138 |
|
|
2024
Q2 | $298K | Buy |
2,800
+200
| +8% | +$21.3K | 0.07% | 146 |
|
|
2024
Q1 | $251K | Hold |
2,600
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $263K | Hold |
2,600
| – | – | 0.07% | 150 |
|
|
2023
Q3 | $265K | Hold |
2,600
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $262K | Sell |
2,600
-210
| -7% | -$21.2K | 0.09% | 136 |
|
|
2023
Q1 | $259K | Hold |
2,810
| – | – | 0.1% | 133 |
|
|
2022
Q4 | $255K | Buy |
2,810
+9
| +0.3% | +$816 | 0.1% | 129 |
|
|
2022
Q3 | $213K | Hold |
2,801
| – | – | 0.09% | 129 |
|
|
2022
Q2 | $237K | Sell |
2,801
-71
| -2% | -$6.01K | 0.11% | 120 |
|
|
2022
Q1 | $252K | Sell |
2,872
-8
| -0.3% | -$702 | 0.11% | 124 |
|
|
2021
Q4 | $252K | Sell |
2,880
-37
| -1% | -$3.24K | 0.11% | 131 |
|
|
2021
Q3 | $239K | Hold |
2,917
| – | – | 0.12% | 121 |
|
|
2021
Q2 | $266K | Sell |
2,917
-5
| -0.2% | -$456 | 0.13% | 119 |
|
|
2021
Q1 | $250K | Buy |
2,922
+35
| +1% | +$3K | 0.13% | 121 |
|
|
2020
Q4 | $273K | Sell |
2,887
-147
| -5% | -$13.9K | 0.15% | 114 |
|
|
2020
Q3 | $264K | Sell |
3,034
-22
| -0.7% | -$1.91K | 0.16% | 95 |
|
|
2020
Q2 | $267K | Buy |
3,056
+10
| +0.3% | +$874 | 0.16% | 87 |
|
|
2020
Q1 | $251K | Buy |
3,046
+140
| +5% | +$11.5K | 0.19% | 85 |
|
|
2019
Q4 | $275K | Sell |
2,906
-56
| -2% | -$5.3K | 0.16% | 99 |
|
|
2019
Q3 | $257K | Buy |
2,962
+413
| +16% | +$35.8K | 0.16% | 98 |
|
|
2019
Q2 | $228K | Sell |
2,549
-296
| -10% | -$26.5K | 0.14% | 106 |
|
|
2019
Q1 | $207K | Sell |
2,845
-69
| -2% | -$5.02K | 0.13% | 117 |
|
|
2018
Q4 | $224K | Buy |
+2,914
| New | +$224K | 0.17% | 99 |
|