9258 Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Sell |
2,239
-85
| -4% | -$9.78K | 0.04% | 293 |
|
|
2024
Q2 | $247K | Buy |
2,324
+20
| +0.9% | +$2.13K | 0.04% | 291 |
|
|
2024
Q1 | $223K | Sell |
2,304
-10
| -0.4% | -$967 | 0.03% | 312 |
|
|
2023
Q4 | $234K | Sell |
2,314
-7
| -0.3% | -$707 | 0.04% | 285 |
|
|
2023
Q3 | $236K | Hold |
2,321
| – | – | 0.05% | 280 |
|
|
2023
Q2 | $234K | Sell |
2,321
-16
| -0.7% | -$1.62K | 0.04% | 286 |
|
|
2023
Q1 | $215K | Buy |
2,337
+39
| +2% | +$3.59K | 0.04% | 298 |
|
|
2022
Q4 | $208K | Buy |
+2,298
| New | +$208K | 0.05% | 305 |
|
|
2022
Q3 | – | Sell |
-2,373
| Closed | -$201K | – | 338 |
|
|
2022
Q2 | $201K | Sell |
2,373
-382
| -14% | -$32.4K | 0.05% | 317 |
|
|
2022
Q1 | $242K | Sell |
2,755
-138
| -5% | -$12.1K | 0.06% | 317 |
|
|
2021
Q4 | $253K | Buy |
+2,893
| New | +$253K | 0.06% | 320 |
|
|
2021
Q3 | – | Sell |
-2,224
| Closed | -$203K | – | 352 |
|
|
2021
Q2 | $203K | Sell |
2,224
-552
| -20% | -$50.4K | 0.05% | 330 |
|
|
2021
Q1 | $237K | Sell |
2,776
-817
| -23% | -$69.8K | 0.07% | 279 |
|
|
2020
Q4 | $339K | Buy |
3,593
+120
| +3% | +$11.3K | 0.11% | 205 |
|
|
2020
Q3 | $271K | Sell |
3,473
-80
| -2% | -$6.24K | 0.1% | 220 |
|
|
2020
Q2 | $310K | Buy |
3,553
+230
| +7% | +$20.1K | 0.13% | 196 |
|
|
2020
Q1 | $298K | Buy |
3,323
+74
| +2% | +$6.64K | 0.13% | 189 |
|
|
2019
Q4 | $308K | Buy |
+3,249
| New | +$308K | 0.11% | 208 |
|