Altium 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
Q2 | $1.7M | Buy |
20,131
+4,292
| +27% | +$363K | 0.12% | 104 |
|
|
2022
Q1 | $1.39M | Buy |
15,839
+6,084
| +62% | +$534K | 0.09% | 126 |
|
|
2021
Q4 | $853K | Sell |
9,755
-3,127
| -24% | -$273K | 0.06% | 174 |
|
|
2021
Q3 | $1.05M | Sell |
12,882
-836
| -6% | -$68.3K | 0.08% | 129 |
|
|
2021
Q2 | $1.25M | Buy |
13,718
+3,417
| +33% | +$312K | 0.09% | 106 |
|
|
2021
Q1 | $881K | Buy |
10,301
+1,494
| +17% | +$128K | 0.07% | 126 |
|
|
2020
Q4 | $832K | Sell |
8,807
-1,828
| -17% | -$173K | 0.07% | 118 |
|
|
2020
Q3 | $925K | Buy |
10,635
+521
| +5% | +$45.3K | 0.1% | 102 |
|
|
2020
Q2 | $883K | Buy |
10,114
+4,230
| +72% | +$369K | 0.1% | 102 |
|
|
2020
Q1 | $485K | Buy |
5,884
+2,687
| +84% | +$221K | 0.07% | 137 |
|
|
2019
Q4 | $303K | Sell |
3,197
-213
| -6% | -$20.2K | 0.04% | 216 |
|
|
2019
Q3 | $296K | Sell |
3,410
-75
| -2% | -$6.51K | 0.04% | 216 |
|
|
2019
Q2 | $318K | Sell |
3,485
-1,092
| -24% | -$99.6K | 0.05% | 206 |
|
|
2019
Q1 | $394K | Sell |
4,577
-601
| -12% | -$51.7K | 0.06% | 186 |
|
|
2018
Q4 | $398K | Sell |
5,178
-454
| -8% | -$34.9K | 0.08% | 172 |
|
|
2018
Q3 | $435K | Sell |
5,632
-1,891
| -25% | -$146K | 0.08% | 170 |
|
|
2018
Q2 | $509K | Buy |
+7,523
| New | +$509K | 0.14% | 116 |
|