Atwood & Palmer’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-375
| Closed | -$33K | – | 431 |
|
|
2022
Q1 | $33K | Buy |
375
+300
| +400% | +$26.4K | ﹤0.01% | 266 |
|
|
2021
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 277 |
|
|
2020
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 259 |
|
|
2019
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 261 |
|
|
2019
Q2 | $7K | Sell |
75
-9
| -11% | -$840 | ﹤0.01% | 259 |
|
|
2019
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 271 |
|
|
2018
Q4 | $6K | Hold |
84
| – | – | ﹤0.01% | 272 |
|
|
2018
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $6K | Hold |
84
| – | – | ﹤0.01% | 274 |
|
|
2018
Q1 | $6K | Hold |
84
| – | – | ﹤0.01% | 267 |
|
|
2017
Q4 | $6K | Hold |
84
| – | – | ﹤0.01% | 265 |
|
|
2017
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 269 |
|
|
2017
Q2 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 277 |
|
|
2016
Q4 | – | Sell |
-45
| Closed | -$3K | – | 335 |
|
|
2016
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 302 |
|
|
2016
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 286 |
|
|
2016
Q1 | $3K | Sell |
45
-2,332
| -98% | -$155K | ﹤0.01% | 291 |
|
|
2015
Q4 | $183K | Hold |
2,377
| – | – | 0.03% | 130 |
|
|
2015
Q3 | $196K | Hold |
2,377
| – | – | 0.04% | 121 |
|
|
2015
Q2 | $209K | Buy |
2,377
+45
| +2% | +$3.96K | 0.04% | 126 |
|
|
2015
Q1 | $206K | Sell |
2,332
-43
| -2% | -$3.8K | 0.04% | 119 |
|
|
2014
Q4 | $198K | Buy |
2,375
+2,275
| +2,275% | +$190K | 0.04% | 122 |
|
|
2014
Q3 | $8K | Sell |
100
-2,232
| -96% | -$179K | ﹤0.01% | 320 |
|
|
2014
Q2 | $189K | Buy |
+2,332
| New | +$189K | 0.05% | 117 |
|