Wealth Enhancement Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
146,533
+5,780
| +4% | +$705K | 0.03% | 453 |
|
|
2025
Q1 | $15.7M | Sell |
140,753
-5,083
| -3% | -$567K | 0.03% | 468 |
|
|
2024
Q4 | $14.2M | Buy |
145,836
+43,418
| +42% | +$4.23M | 0.03% | 466 |
|
|
2024
Q3 | $11.8M | Sell |
102,418
-3,449
| -3% | -$397K | 0.03% | 474 |
|
|
2024
Q2 | $11.3M | Sell |
105,867
-5,586
| -5% | -$595K | 0.03% | 454 |
|
|
2024
Q1 | $10.8M | Buy |
111,453
+5,491
| +5% | +$531K | 0.03% | 455 |
|
|
2023
Q4 | $10.7M | Buy |
105,962
+14,665
| +16% | +$1.48M | 0.03% | 417 |
|
|
2023
Q3 | $9.3M | Buy |
+91,297
| New | +$9.3M | 0.03% | 429 |
|
|
2023
Q2 | – | Sell |
-2,532
| Closed | -$233K | – | 556 |
|
|
2023
Q1 | $233K | Buy |
+2,532
| New | +$233K | ﹤0.01% | 484 |
|