Wealthspire Advisors (New York)’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 | $453K | Sell |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $97K | Buy |
|