Curated Wealth Partners’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 |
-2,941
| Closed | -$297K | – | 99 |
|
|
2023
Q4 | $297K | Hold |
2,941
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $300K | Sell |
2,941
-1,227
| -29% | -$125K | 0.05% | 105 |
|
|
2023
Q2 | $421K | Hold |
4,168
| – | – | 0.08% | 78 |
|
|
2023
Q1 | $383K | Sell |
4,168
-286
| -6% | -$26.3K | 0.09% | 82 |
|
|
2022
Q4 | $404K | Sell |
4,454
-761
| -15% | -$69K | 0.1% | 75 |
|
|
2022
Q3 | $396K | Sell |
5,215
-1,004
| -16% | -$76.2K | 0.12% | 77 |
|
|
2022
Q2 | $526K | Buy |
+6,219
| New | +$526K | 0.15% | 59 |
|
|
2021
Q4 | – | Sell |
-5,308
| Closed | -$434K | – | 149 |
|
|
2021
Q3 | $434K | Buy |
5,308
+797
| +18% | +$65.2K | 0.24% | 85 |
|
|
2021
Q2 | $412K | Buy |
4,511
+21
| +0.5% | +$1.92K | 0.22% | 84 |
|
|
2021
Q1 | $384K | Sell |
4,490
-178
| -4% | -$15.2K | 0.24% | 86 |
|
|
2020
Q4 | $441K | Buy |
+4,668
| New | +$441K | 0.29% | 70 |
|