BOK Financial Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20
| Closed | -$1.95K | – | 614 |
|
|
2024
Q4 | $1.95K | Sell |
20
-181
| -90% | -$17.6K | ﹤0.01% | 448 |
|
|
2024
Q3 | $23.1K | Hold |
201
| – | – | ﹤0.01% | 332 |
|
|
2024
Q2 | $21.4K | Hold |
201
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $20.2K | Hold |
201
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $20.3K | Buy |
201
+200
| +20,000% | +$20.2K | ﹤0.01% | 315 |
|
|
2023
Q3 | $102 | Hold |
1
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $101 | Hold |
1
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $92 | Hold |
1
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $91 | Hold |
1
| – | – | ﹤0.01% | 361 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 438 |
|