WA
WealthTrust Axiom’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
32,650
-2,235
| -6% | -$270K | 1.16% | 23 |
|
|
2025
Q1 | $3.89M | Buy |
34,885
+1,050
| +3% | +$117K | 1.18% | 23 |
|
|
2024
Q4 | $3.29M | Sell |
33,835
-975
| -3% | -$94.9K | 0.98% | 26 |
|
|
2024
Q3 | $4M | Sell |
34,810
-235
| -0.7% | -$27K | 1.19% | 23 |
|
|
2024
Q2 | $3.73M | Buy |
35,045
+911
| +3% | +$97K | 1.24% | 19 |
|
|
2024
Q1 | $3.3M | Buy |
34,134
+185
| +0.5% | +$17.9K | 1.06% | 21 |
|
|
2023
Q4 | $3.43M | Buy |
33,949
+759
| +2% | +$76.6K | 1.15% | 20 |
|
|
2023
Q3 | $3.38M | Hold |
33,190
| – | – | 1.22% | 18 |
|
|
2023
Q2 | $3.35M | Sell |
33,190
-10
| -0% | -$1.01K | 1.11% | 21 |
|
|
2023
Q1 | $3.05M | Sell |
33,200
-15
| -0% | -$1.38K | 1.04% | 23 |
|
|
2022
Q4 | $3.01M | Sell |
33,215
-2,075
| -6% | -$188K | 1.05% | 25 |
|
|
2022
Q3 | $2.68M | Sell |
35,290
-100
| -0.3% | -$7.6K | 1.02% | 24 |
|
|
2022
Q2 | $2.99M | Sell |
35,390
-330
| -0.9% | -$27.9K | 1.07% | 25 |
|
|
2022
Q1 | $3.13M | Sell |
35,720
-50
| -0.1% | -$4.39K | 0.98% | 28 |
|
|
2021
Q4 | $3.13M | Sell |
35,770
-135
| -0.4% | -$11.8K | 1% | 26 |
|
|
2021
Q3 | $2.94M | Sell |
35,905
-125
| -0.3% | -$10.2K | 0.99% | 27 |
|
|
2021
Q2 | $3.29M | Sell |
36,030
-1,045
| -3% | -$95.3K | 1.06% | 26 |
|
|
2021
Q1 | $3.17M | Sell |
37,075
-220
| -0.6% | -$18.8K | 1.07% | 30 |
|
|
2020
Q4 | $3.52M | Sell |
37,295
-749
| -2% | -$70.7K | 1.28% | 20 |
|
|
2020
Q3 | $3.31M | Sell |
38,044
-1,515
| -4% | -$132K | 1.43% | 20 |
|
|
2020
Q2 | $3.46M | Sell |
39,559
-1,100
| -3% | -$96.1K | 1.52% | 17 |
|
|
2020
Q1 | $3.35M | Buy |
40,659
+987
| +2% | +$81.4K | 1.64% | 17 |
|
|
2019
Q4 | $3.76M | Sell |
39,672
-350
| -0.9% | -$33.1K | 1.26% | 23 |
|
|
2019
Q3 | $3.48M | Sell |
40,022
-290
| -0.7% | -$25.2K | 1.23% | 25 |
|
|
2019
Q2 | $3.68M | Sell |
40,312
-394
| -1% | -$36K | 1.28% | 23 |
|
|
2019
Q1 | $3.91M | Buy |
40,706
+85
| +0.2% | +$8.17K | 1.39% | 20 |
|
|
2018
Q4 | $3.49M | Buy |
40,621
+730
| +2% | +$62.6K | 1.43% | 19 |
|
|
2018
Q3 | $3.44M | Buy |
39,891
+2,325
| +6% | +$200K | 1.16% | 26 |
|
|
2018
Q2 | $2.84M | Buy |
37,566
+940
| +3% | +$71K | 1% | 28 |
|
|
2018
Q1 | $2.96M | Buy |
36,626
+11,691
| +47% | +$945K | 1.08% | 24 |
|
|
2017
Q4 | $2.09M | Sell |
24,935
-33
| -0.1% | -$2.77K | 0.78% | 40 |
|
|
2017
Q3 | $2.14M | Sell |
24,968
-64
| -0.3% | -$5.49K | 0.82% | 37 |
|
|
2017
Q2 | $2.09M | Buy |
25,032
+7,334
| +41% | +$612K | 0.78% | 36 |
|
|
2017
Q1 | $1.31M | Buy |
17,698
+790
| +5% | +$58.7K | 0.48% | 58 |
|
|
2016
Q4 | $1.23M | Sell |
16,908
-1,200
| -7% | -$87.4K | 0.45% | 59 |
|
|
2016
Q3 | $1.43M | Sell |
18,108
-150
| -0.8% | -$11.8K | 0.53% | 55 |
|
|
2016
Q2 | $1.51M | Buy |
18,258
+3
| +0% | +$247 | 0.58% | 51 |
|
|
2016
Q1 | $1.32M | Hold |
18,255
| – | – | 0.52% | 53 |
|
|
2015
Q4 | $1.57M | Sell |
18,255
-150
| -0.8% | -$12.9K | 0.62% | 47 |
|
|
2015
Q3 | $1.69M | Sell |
18,405
-100
| -0.5% | -$9.19K | 0.7% | 43 |
|
|
2015
Q2 | $1.82M | Sell |
18,505
-47
| -0.3% | -$4.62K | 0.67% | 45 |
|
|
2015
Q1 | $1.83M | Sell |
18,552
-200
| -1% | -$19.7K | 0.65% | 43 |
|
|
2014
Q4 | $1.74M | Hold |
18,752
| – | – | 0.62% | 44 |
|
|
2014
Q3 | $1.77M | Hold |
18,752
| – | – | 0.63% | 45 |
|
|
2014
Q2 | $1.7M | Buy |
18,752
+1,003
| +6% | +$90.8K | 0.57% | 48 |
|
|
2014
Q1 | $1.51M | Buy |
17,749
+875
| +5% | +$74.4K | 0.54% | 48 |
|
|
2013
Q4 | $1.36M | Sell |
16,874
-104
| -0.6% | -$8.36K | 0.52% | 50 |
|
|
2013
Q3 | $1.3M | Sell |
16,978
-150
| -0.9% | -$11.5K | 0.54% | 47 |
|
|
2013
Q2 | $1.21M | Buy |
+17,128
| New | +$1.21M | 0.52% | 51 |
|