Advisor Partners II’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$3.25M Buy
31,895
+5,552
+21% +$566K 0.13% 163
2023
Q2
$2.66M Buy
26,343
+619
+2% +$62.5K 0.12% 158
2023
Q1
$2.37M Buy
25,724
+2,202
+9% +$203K 0.13% 154
2022
Q4
$2.13M Buy
23,522
+6,426
+38% +$583K 0.13% 164
2022
Q3
$1.3M Buy
+17,096
New +$1.3M 0.1% 221