Alan B. Lancz & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,918
| Closed | -$221K | – | 136 |
|
|
2024
Q3 | $221K | Hold |
1,918
| – | – | 0.2% | 121 |
|
|
2024
Q2 | $204K | Buy |
+1,918
| New | +$204K | 0.2% | 120 |
|
|
2023
Q2 | – | Sell |
-1,918
| Closed | -$176K | – | 169 |
|
|
2023
Q1 | $176K | Hold |
1,918
| – | – | 0.18% | 134 |
|
|
2022
Q4 | $175K | Hold |
1,918
| – | – | 0.18% | 144 |
|
|
2022
Q3 | $146K | Hold |
1,918
| – | – | 0.17% | 146 |
|
|
2022
Q2 | $165K | Buy |
+1,918
| New | +$165K | 0.16% | 149 |
|