CDH
Charles D. Hyman’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $378K | Sell |
3,548
-7
| -0.2% | -$746 | 0.02% | 181 |
|
|
2024
Q1 | $344K | Hold |
3,555
| – | – | 0.02% | 195 |
|
|
2023
Q4 | $359K | Buy |
3,555
+52
| +1% | +$5.25K | 0.02% | 187 |
|
|
2023
Q3 | $357K | Buy |
3,503
+79
| +2% | +$8.05K | 0.02% | 179 |
|
|
2023
Q2 | $346K | Hold |
3,424
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $315K | Buy |
3,424
+43
| +1% | +$3.96K | 0.02% | 193 |
|
|
2022
Q4 | $307K | Buy |
3,381
+7
| +0.2% | +$636 | 0.02% | 194 |
|
|
2022
Q3 | $256K | Hold |
3,374
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $285K | Hold |
3,374
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $296K | Hold |
3,374
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $295K | Hold |
3,374
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $276K | Hold |
3,374
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $308K | Hold |
3,374
| – | – | 0.02% | 200 |
|
|
2021
Q1 | $288K | Sell |
3,374
-35
| -1% | -$2.99K | 0.02% | 202 |
|
|
2020
Q4 | $322K | Buy |
3,409
+35
| +1% | +$3.31K | 0.03% | 187 |
|
|
2020
Q3 | $293K | Sell |
3,374
-30
| -0.9% | -$2.61K | 0.03% | 182 |
|
|
2020
Q2 | $297K | Sell |
3,404
-320
| -9% | -$27.9K | 0.03% | 176 |
|
|
2020
Q1 | $307K | Buy |
3,724
+275
| +8% | +$22.7K | 0.04% | 141 |
|
|
2019
Q4 | $327K | Hold |
3,449
| – | – | 0.03% | 160 |
|
|
2019
Q3 | $300K | Hold |
3,449
| – | – | 0.03% | 151 |
|
|
2019
Q2 | $315K | Buy |
3,449
+465
| +16% | +$42.5K | 0.03% | 152 |
|
|
2019
Q1 | $287K | Hold |
2,984
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $256K | Sell |
2,984
-30
| -1% | -$2.57K | 0.03% | 147 |
|
|
2018
Q3 | $260K | Hold |
3,014
| – | – | 0.03% | 154 |
|
|
2018
Q2 | $228K | Hold |
3,014
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $244K | Sell |
3,014
-131
| -4% | -$10.6K | 0.03% | 152 |
|
|
2017
Q4 | $264K | Hold |
3,145
| – | – | 0.03% | 144 |
|
|
2017
Q3 | $270K | Hold |
3,145
| – | – | 0.03% | 127 |
|
|
2017
Q2 | $263K | Buy |
+3,145
| New | +$263K | 0.03% | 124 |
|