Dakota Community Bank & Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $263K | Buy |
2,361
+119
| +5% | +$13.3K | 1.27% | 29 |
|
2024
Q4 | $218K | Hold |
2,242
| – | – | 1.04% | 38 |
|
2024
Q3 | $258K | Sell |
2,242
-25
| -1% | -$2.88K | 1.3% | 35 |
|
2024
Q2 | $241K | Buy |
2,267
+58
| +3% | +$6.18K | 1.3% | 31 |
|
2024
Q1 | $214K | Buy |
2,209
+95
| +4% | +$9.19K | 1.16% | 36 |
|
2023
Q4 | $213K | Buy |
2,114
+45
| +2% | +$4.54K | 1.2% | 31 |
|
2023
Q3 | $211K | Sell |
2,069
-24
| -1% | -$2.45K | 1.34% | 25 |
|
2023
Q2 | $211K | Sell |
2,093
-132
| -6% | -$13.3K | 1.25% | 29 |
|
2023
Q1 | $205K | Sell |
2,225
-105
| -5% | -$9.66K | 1.27% | 29 |
|
2022
Q4 | $211K | Sell |
2,330
-145
| -6% | -$13.1K | 1.2% | 26 |
|
2022
Q3 | $188K | Buy |
+2,475
| New | +$188K | 1.3% | 29 |
|