Benchmark Investment Advisors’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 |
-2,704
| Closed | -$273K | – | 93 |
|
|
2023
Q4 | $273K | Sell |
2,704
-640
| -19% | -$64.6K | 0.25% | 74 |
|
|
2023
Q3 | $341K | Sell |
3,344
-30
| -0.9% | -$3.06K | 0.34% | 68 |
|
|
2023
Q2 | $341K | Sell |
3,374
-196
| -5% | -$19.8K | 0.31% | 67 |
|
|
2023
Q1 | $328K | Sell |
3,570
-62
| -2% | -$5.7K | 0.34% | 69 |
|
|
2022
Q4 | $330K | Sell |
3,632
-475
| -12% | -$43.1K | 0.35% | 73 |
|
|
2022
Q3 | $312K | Sell |
4,107
-256
| -6% | -$19.4K | 0.34% | 74 |
|
|
2022
Q2 | $369K | Sell |
4,363
-500
| -10% | -$42.3K | 0.38% | 71 |
|
|
2022
Q1 | $427K | Sell |
4,863
-567
| -10% | -$49.8K | 0.32% | 80 |
|
|
2021
Q4 | $475K | Buy |
+5,430
| New | +$475K | 0.39% | 68 |
|