Axiom Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80
| Closed | -$6K | – | 314 |
|
|
2022
Q3 | $6K | Buy |
+80
| New | +$6K | 0.01% | 285 |
|
|
2021
Q4 | – | Sell |
-2,827
| Closed | -$230K | – | 150 |
|
|
2021
Q3 | $230K | Sell |
2,827
-750
| -21% | -$61K | 0.23% | 101 |
|
|
2021
Q2 | $326K | Sell |
3,577
-4,319
| -55% | -$394K | 0.25% | 93 |
|
|
2021
Q1 | $674K | Buy |
7,896
+6,392
| +425% | +$546K | 0.55% | 49 |
|
|
2020
Q4 | $523 | Sell |
1,504
-4,038
| -73% | -$1.4K | 0.48% | 52 |
|
|
2020
Q3 | $482K | Hold |
5,542
| – | – | 0.55% | 48 |
|
|
2020
Q2 | $484K | Sell |
5,542
-896
| -14% | -$78.3K | 0.64% | 47 |
|
|
2020
Q1 | $530K | Sell |
6,438
-2,889
| -31% | -$238K | 0.94% | 28 |
|
|
2019
Q4 | $884K | Buy |
9,327
+723
| +8% | +$68.5K | 1.27% | 18 |
|
|
2019
Q3 | $748K | Sell |
8,604
-1,201
| -12% | -$104K | 0.57% | 48 |
|
|
2019
Q2 | $896K | Sell |
9,805
-712
| -7% | -$65.1K | 0.16% | 153 |
|
|
2019
Q1 | $911K | Buy |
10,517
+4,121
| +64% | +$357K | 0.17% | 142 |
|
|
2018
Q4 | $492K | Buy |
+6,396
| New | +$492K | 0.1% | 187 |
|