Allen Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$509K | – | 222 |
|
|
2023
Q3 | $509K | Hold |
5,000
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $505K | Hold |
5,000
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $460K | Hold |
5,000
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $454K | Hold |
5,000
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $380K | Hold |
5,000
| – | – | 0.01% | 171 |
|
|
2022
Q2 | $423K | Hold |
5,000
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $439K | Hold |
5,000
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $437K | Buy |
+5,000
| New | +$437K | 0.01% | 190 |
|