Andesa Financial Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$295K Sell
2022
Q3
$324K Buy
2022
Q2
$244K Buy
2022
Q1
$249K Sell
2021
Q4
$287K Sell
2021
Q3
$283K Sell
2021
Q2
$435K Sell
2021
Q1
$477K Buy
2020
Q4
$519K Sell
2020
Q3
$620K Buy
2020
Q2
$468K Sell
2020
Q1
$494K Buy
2019
Q4
$554K Buy
2019
Q3
$494K Sell
2019
Q2
$812K Sell
2019
Q1
$1.74M Buy
2018
Q4
$752K Buy