Western Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
1,965
+30
| +2% | +$3.63K | 0.01% | 629 |
|
|
2025
Q1 | $216K | Buy |
+1,935
| New | +$216K | 0.01% | 628 |
|
|
2022
Q4 | – | Sell |
-3,229
| Closed | -$244K | – | 742 |
|
|
2022
Q3 | $244K | Hold |
3,229
| – | – | 0.01% | 697 |
|
|
2022
Q2 | $274K | Sell |
3,229
-469
| -13% | -$39.8K | 0.02% | 641 |
|
|
2022
Q1 | $324K | Buy |
+3,698
| New | +$324K | 0.02% | 651 |
|
|
2021
Q2 | $228K | Buy |
+2,493
| New | +$228K | 0.02% | 567 |
|
|
2019
Q3 | – | Sell |
-5,076
| Closed | -$461K | – | 408 |
|
|
2019
Q2 | $461K | Sell |
5,076
-465
| -8% | -$42.2K | 0.06% | 238 |
|
|
2019
Q1 | $475K | Buy |
5,541
+946
| +21% | +$81.1K | 0.11% | 214 |
|
|
2018
Q4 | $352K | Buy |
+4,595
| New | +$352K | 0.09% | 222 |
|