Aevitas Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.21M | Buy |
13,340
+105
| +0.8% | +$9.53K | 0.72% | 37 |
|
|
2022
Q3 | $1.01M | Hold |
13,235
| – | – | 0.76% | 40 |
|
|
2022
Q2 | $1.12M | Sell |
13,235
-105
| -0.8% | -$8.88K | 0.76% | 42 |
|
|
2022
Q1 | $1.17M | Sell |
13,340
-49
| -0.4% | -$4.3K | 0.72% | 42 |
|
|
2021
Q4 | $1.17M | Sell |
13,389
-4,820
| -26% | -$422K | 0.7% | 41 |
|
|
2021
Q3 | $1.49M | Hold |
18,209
| – | – | 0.95% | 29 |
|
|
2021
Q2 | $1.66M | Buy |
18,209
+647
| +4% | +$59K | 1.06% | 25 |
|
|
2021
Q1 | $1.5M | Buy |
17,562
+9,187
| +110% | +$785K | 1.05% | 27 |
|
|
2020
Q4 | $791K | Hold |
8,375
| – | – | 0.58% | 49 |
|
|
2020
Q3 | $728K | Hold |
8,375
| – | – | 0.6% | 46 |
|
|
2020
Q2 | $732K | Hold |
8,375
| – | – | 0.68% | 40 |
|
|
2020
Q1 | $691K | Buy |
8,375
+161
| +2% | +$13.3K | 0.77% | 38 |
|
|
2019
Q4 | $778K | Hold |
8,214
| – | – | 0.73% | 37 |
|
|
2019
Q3 | $714K | Sell |
8,214
-200
| -2% | -$17.4K | 0.72% | 42 |
|
|
2019
Q2 | $768K | Sell |
8,414
-1,170
| -12% | -$107K | 0.77% | 39 |
|
|
2019
Q1 | $825K | Buy |
9,584
+5
| +0.1% | +$430 | 0.73% | 41 |
|
|
2018
Q4 | $737K | Hold |
9,579
| – | – | 0.75% | 38 |
|
|
2018
Q3 | $740K | Sell |
9,579
-223
| -2% | -$17.2K | 0.67% | 43 |
|
|
2018
Q2 | $663K | Sell |
9,802
-55
| -0.6% | -$3.72K | 0.65% | 48 |
|
|
2018
Q1 | $714K | Sell |
9,857
-522
| -5% | -$37.8K | 0.71% | 44 |
|
|
2017
Q4 | $781K | Buy |
+10,379
| New | +$781K | 0.74% | 42 |
|