WealthSource Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $918K | Sell |
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|
2020
Q3 | $848K | Sell |
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|
2020
Q2 | $902K | Buy |
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|
2020
Q1 | $750K | Buy |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $228K | Sell |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $208K | Buy |
|