Wealthcare Advisory Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
2,685
-356
| -12% | -$43.1K | 0.01% | 766 |
|
|
2025
Q1 | $339K | Buy |
3,041
+252
| +9% | +$28.1K | 0.01% | 703 |
|
|
2024
Q4 | $271K | Sell |
2,789
-185
| -6% | -$18K | 0.01% | 749 |
|
|
2024
Q3 | $342K | Buy |
2,974
+218
| +8% | +$25.1K | 0.01% | 674 |
|
|
2024
Q2 | $293K | Buy |
+2,756
| New | +$293K | 0.01% | 688 |
|
|
2024
Q1 | – | Sell |
-2,145
| Closed | -$217K | – | 824 |
|
|
2023
Q4 | $217K | Buy |
+2,145
| New | +$217K | 0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-2,909
| Closed | -$246K | – | 621 |
|
|
2022
Q2 | $246K | Buy |
+2,909
| New | +$246K | 0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-3,487
| Closed | -$285K | – | 603 |
|
|
2021
Q3 | $285K | Buy |
3,487
+88
| +3% | +$7.19K | 0.02% | 433 |
|
|
2021
Q2 | $310K | Buy |
3,399
+286
| +9% | +$26.1K | 0.02% | 419 |
|
|
2021
Q1 | $266K | Buy |
3,113
+623
| +25% | +$53.2K | 0.02% | 419 |
|
|
2020
Q4 | $235K | Buy |
+2,490
| New | +$235K | 0.02% | 368 |
|
|
2020
Q2 | – | Sell |
-484
| Closed | -$40K | – | 1027 |
|
|
2020
Q1 | $40K | Hold |
484
| – | – | 0.01% | 557 |
|
|
2019
Q4 | $46K | Sell |
484
-525
| -52% | -$49.9K | 0.01% | 571 |
|
|
2019
Q3 | $88K | Buy |
1,009
+449
| +80% | +$39.2K | 0.01% | 421 |
|
|
2019
Q2 | $51K | Sell |
560
-65
| -10% | -$5.92K | 0.01% | 499 |
|
|
2019
Q1 | $54K | Hold |
625
| – | – | 0.01% | 445 |
|
|
2018
Q4 | $48K | Sell |
625
-256
| -29% | -$19.7K | 0.01% | 434 |
|
|
2018
Q3 | $68K | Hold |
881
| – | – | 0.01% | 408 |
|
|
2018
Q2 | $60K | Hold |
881
| – | – | 0.01% | 431 |
|
|
2018
Q1 | $64K | Sell |
881
-850
| -49% | -$61.7K | 0.01% | 355 |
|
|
2017
Q4 | $130K | Buy |
1,731
+352
| +26% | +$26.4K | 0.03% | 225 |
|
|
2017
Q3 | $106K | Buy |
+1,379
| New | +$106K | 0.03% | 203 |
|