Wealthcare Advisory Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Sell |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $88K | Buy |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $60K | Hold |
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|
2018
Q1 | $64K | Sell |
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|
2017
Q4 | $130K | Buy |
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|
2017
Q3 | $106K | Buy |
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