WDG
Wealth Dimensions Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
2,240
+2
| +0.1% | +$242 | 0.06% | 139 |
|
|
2025
Q1 | $250K | Hold |
2,238
| – | – | 0.06% | 142 |
|
|
2024
Q4 | $218K | Buy |
2,238
+7
| +0.3% | +$681 | 0.05% | 146 |
|
|
2024
Q3 | $257K | Buy |
2,231
+69
| +3% | +$7.94K | 0.07% | 125 |
|
|
2024
Q2 | $230K | Sell |
2,162
-25
| -1% | -$2.66K | 0.07% | 130 |
|
|
2024
Q1 | $212K | Hold |
2,187
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $221K | Sell |
2,187
-120
| -5% | -$12.1K | 0.07% | 125 |
|
|
2023
Q3 | $235K | Buy |
2,307
+45
| +2% | +$4.58K | 0.09% | 117 |
|
|
2023
Q2 | $228K | Sell |
2,262
-19
| -0.8% | -$1.92K | 0.08% | 123 |
|
|
2023
Q1 | $210K | Hold |
2,281
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $207K | Buy |
+2,281
| New | +$207K | 0.08% | 123 |
|
|
2021
Q1 | – | Sell |
-2,118
| Closed | -$200K | – | 120 |
|
|
2020
Q4 | $200K | Buy |
+2,118
| New | +$200K | 0.17% | 108 |
|