WR Wealth Planners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.25K | Buy |
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|
2024
Q3 | $5.87K | Sell |
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|
2024
Q2 | $7.13K | Sell |
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|
2024
Q1 | $20.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.35K | Sell |
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|
2023
Q2 | $9.08K | Hold |
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|
2023
Q1 | $8.28K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16.6K | Hold |
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|
2022
Q2 | $18.5K | Hold |
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|
2022
Q1 | $19.2K | Buy |
|