WealthTrust Axiom’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $3.38M | Hold |
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|
2023
Q2 | $3.35M | Sell |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $3.13M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $3.17M | Sell |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $3.35M | Buy |
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|
2019
Q4 | $3.76M | Sell |
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|
2019
Q3 | $3.48M | Sell |
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|
2019
Q2 | $3.68M | Sell |
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|
2019
Q1 | $3.91M | Buy |
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|
2018
Q4 | $3.48M | Buy |
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|
2018
Q3 | $3.44M | Buy |
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|
2018
Q2 | $2.84M | Buy |
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|
2018
Q1 | $2.96M | Buy |
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|
2017
Q4 | $2.09M | Sell |
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|
2017
Q3 | $2.14M | Sell |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.23M | Sell |
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|
2016
Q3 | $1.43M | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.32M | Hold |
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|
2015
Q4 | $1.57M | Sell |
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|
2015
Q3 | $1.69M | Sell |
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|
2015
Q2 | $1.82M | Sell |
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|
2015
Q1 | $1.83M | Sell |
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|
2014
Q4 | $1.74M | Hold |
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|
2014
Q3 | $1.76M | Hold |
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|
2014
Q2 | $1.7M | Buy |
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|
2014
Q1 | $1.51M | Buy |
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|
2013
Q4 | $1.36M | Sell |
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|
2013
Q3 | $1.3M | Sell |
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|
2013
Q2 | $1.21M | Buy |
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