Annex Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,991
| Closed | -$201K | – | 298 |
|
|
2023
Q4 | $201K | Sell |
1,991
-33
| -2% | -$3.33K | 0.01% | 256 |
|
|
2023
Q3 | $206K | Sell |
2,024
-567
| -22% | -$57.8K | 0.01% | 242 |
|
|
2023
Q2 | $261K | Sell |
2,591
-196
| -7% | -$19.8K | 0.01% | 216 |
|
|
2023
Q1 | $256K | Sell |
2,787
-298
| -10% | -$27.4K | 0.01% | 197 |
|
|
2022
Q4 | $280K | Sell |
3,085
-941
| -23% | -$85.4K | 0.02% | 196 |
|
|
2022
Q3 | $306K | Sell |
4,026
-931
| -19% | -$70.8K | 0.02% | 175 |
|
|
2022
Q2 | $419K | Sell |
4,957
-6,800
| -58% | -$575K | 0.03% | 157 |
|
|
2022
Q1 | $1.03M | Sell |
11,757
-2,081
| -15% | -$183K | 0.08% | 124 |
|
|
2021
Q4 | $1.21M | Sell |
13,838
-2,755
| -17% | -$241K | 0.08% | 116 |
|
|
2021
Q3 | $1.36M | Sell |
16,593
-296
| -2% | -$24.2K | 0.11% | 96 |
|
|
2021
Q2 | $1.53M | Sell |
16,889
-172
| -1% | -$15.6K | 0.12% | 95 |
|
|
2021
Q1 | $1.46M | Sell |
17,061
-3,319
| -16% | -$284K | 0.14% | 90 |
|
|
2020
Q4 | $1.92M | Buy |
+20,380
| New | +$1.92M | 0.19% | 78 |
|