Andesa Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,254
| Closed | -$295K | – | 143 |
|
|
2022
Q4 | $295K | Sell |
3,254
-999
| -23% | -$90.6K | 0.16% | 118 |
|
|
2022
Q3 | $324K | Buy |
4,253
+1,364
| +47% | +$104K | 0.11% | 118 |
|
|
2022
Q2 | $244K | Buy |
2,889
+41
| +1% | +$3.46K | 0.15% | 120 |
|
|
2022
Q1 | $249K | Sell |
2,848
-438
| -13% | -$38.3K | 0.13% | 132 |
|
|
2021
Q4 | $287K | Sell |
3,286
-177
| -5% | -$15.5K | 0.14% | 127 |
|
|
2021
Q3 | $283K | Sell |
3,463
-1,312
| -27% | -$107K | 0.15% | 112 |
|
|
2021
Q2 | $435K | Sell |
4,775
-809
| -14% | -$73.7K | 0.13% | 107 |
|
|
2021
Q1 | $477K | Buy |
5,584
+78
| +1% | +$6.66K | 0.16% | 93 |
|
|
2020
Q4 | $519K | Sell |
5,506
-1,627
| -23% | -$153K | 0.34% | 69 |
|
|
2020
Q3 | $620K | Buy |
7,133
+1,805
| +34% | +$157K | 0.26% | 71 |
|
|
2020
Q2 | $468K | Sell |
5,328
-676
| -11% | -$59.4K | 0.42% | 63 |
|
|
2020
Q1 | $494K | Buy |
6,004
+164
| +3% | +$13.5K | 0.55% | 49 |
|
|
2019
Q4 | $554K | Buy |
5,840
+152
| +3% | +$14.4K | 0.48% | 51 |
|
|
2019
Q3 | $494K | Sell |
5,688
-3,202
| -36% | -$278K | 0.48% | 48 |
|
|
2019
Q2 | $812K | Sell |
8,890
-11,298
| -56% | -$1.03M | 0.77% | 34 |
|
|
2019
Q1 | $1.74M | Buy |
20,188
+10,378
| +106% | +$896K | 0.86% | 32 |
|
|
2018
Q4 | $752K | Buy |
+9,810
| New | +$752K | 0.9% | 34 |
|