Buckingham Strategic Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.39M | Sell |
13,016
-2,297
| -15% | -$245K | 0.01% | 286 |
|
|
2024
Q1 | $1.48M | Sell |
15,313
-16,764
| -52% | -$1.62M | 0.02% | 276 |
|
|
2023
Q4 | $3.24M | Sell |
32,077
-8,960
| -22% | -$905K | 0.04% | 180 |
|
|
2023
Q3 | $4.18M | Sell |
41,037
-98
| -0.2% | -$9.98K | 0.06% | 145 |
|
|
2023
Q2 | $4.15M | Buy |
41,135
+29,404
| +251% | +$2.97M | 0.06% | 147 |
|
|
2023
Q1 | $1.06M | Hold |
11,731
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $1.06M | Sell |
11,731
-142
| -1% | -$12.9K | 0.02% | 258 |
|
|
2022
Q3 | $902K | Buy |
11,873
+441
| +4% | +$33.5K | 0.02% | 268 |
|
|
2022
Q2 | $966K | Sell |
11,432
-1,422
| -11% | -$120K | 0.02% | 264 |
|
|
2022
Q1 | $1.13M | Sell |
12,854
-176
| -1% | -$15.4K | 0.02% | 244 |
|
|
2021
Q4 | $1.14M | Buy |
13,030
+83
| +0.6% | +$7.26K | 0.02% | 247 |
|
|
2021
Q3 | $1.06M | Buy |
12,947
+196
| +2% | +$16K | 0.02% | 248 |
|
|
2021
Q2 | $1.16M | Buy |
12,751
+175
| +1% | +$16K | 0.03% | 237 |
|
|
2021
Q1 | $1.08M | Buy |
12,576
+472
| +4% | +$40.3K | 0.05% | 224 |
|
|
2020
Q4 | $1.14M | Buy |
12,104
+222
| +2% | +$21K | 0.06% | 205 |
|
|
2020
Q3 | $1.03M | Sell |
11,882
-448
| -4% | -$38.9K | 0.08% | 174 |
|
|
2020
Q2 | $1.08M | Sell |
12,330
-794
| -6% | -$69.4K | 0.1% | 142 |
|
|
2020
Q1 | $1.08M | Buy |
13,124
+70
| +0.5% | +$5.77K | 0.1% | 154 |
|
|
2019
Q4 | $1.24M | Buy |
13,054
+311
| +2% | +$29.4K | 0.12% | 134 |
|
|
2019
Q3 | $1.11M | Sell |
12,743
-5
| -0% | -$434 | 0.12% | 131 |
|
|
2019
Q2 | $1.16M | Sell |
12,748
-1,628
| -11% | -$149K | 0.13% | 128 |
|
|
2019
Q1 | $1.24M | Buy |
14,376
+553
| +4% | +$47.6K | 0.16% | 117 |
|
|
2018
Q4 | $1.06M | Buy |
13,823
+230
| +2% | +$17.7K | 0.16% | 107 |
|
|
2018
Q3 | $1.05M | Sell |
13,593
-788
| -5% | -$60.8K | 0.16% | 119 |
|
|
2018
Q2 | $973K | Sell |
14,381
-1,775
| -11% | -$120K | 0.16% | 120 |
|
|
2018
Q1 | $1.17M | Sell |
16,156
-1,213
| -7% | -$87.8K | 0.23% | 97 |
|
|
2017
Q4 | $1.31M | Sell |
17,369
-856
| -5% | -$64.4K | 0.27% | 83 |
|
|
2017
Q3 | $1.4M | Buy |
18,225
+431
| +2% | +$33.2K | 0.33% | 72 |
|
|
2017
Q2 | $1.33M | Buy |
+17,794
| New | +$1.33M | 0.31% | 74 |
|
|
2016
Q3 | – | Sell |
-3,078
| Closed | -$228K | – | 240 |
|
|
2016
Q2 | $228K | Buy |
+3,078
| New | +$228K | 0.08% | 200 |
|
|
2016
Q1 | – | Sell |
-2,667
| Closed | -$206K | – | 247 |
|
|
2015
Q4 | $206K | Sell |
2,667
-154
| -5% | -$11.9K | 0.07% | 187 |
|
|
2015
Q3 | $232K | Buy |
2,821
+322
| +13% | +$26.5K | 0.08% | 173 |
|
|
2015
Q2 | $220K | Buy |
+2,499
| New | +$220K | 0.07% | 197 |
|