ACG Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $105K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $307K | Buy |
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|
2016
Q1 | $243K | Sell |
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|
2015
Q4 | $292K | Buy |
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|
2015
Q3 | $293K | Buy |
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|
2015
Q2 | $308K | Hold |
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|
2015
Q1 | $309K | Sell |
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|
2014
Q4 | $352K | Sell |
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|
2014
Q3 | $363K | Sell |
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|
2014
Q2 | $395K | Buy |
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|
2014
Q1 | $230K | Hold |
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|
2013
Q4 | $217K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $404K | Buy |
|