DGS Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.23M | Buy |
12,601
+1,918
| +18% | +$187K | 0.31% | 54 |
|
|
2024
Q3 | $1.23M | Buy |
10,683
+532
| +5% | +$61.2K | 0.33% | 57 |
|
|
2024
Q2 | $1.08M | Buy |
10,151
+744
| +8% | +$79.2K | 0.3% | 60 |
|
|
2024
Q1 | $910K | Buy |
9,407
+102
| +1% | +$9.87K | 0.26% | 68 |
|
|
2023
Q4 | $940K | Buy |
9,305
+576
| +7% | +$58.2K | 0.36% | 49 |
|
|
2023
Q3 | $889K | Buy |
8,729
+445
| +5% | +$45.3K | 0.43% | 46 |
|
|
2023
Q2 | $836K | Sell |
8,284
-138
| -2% | -$13.9K | 0.42% | 48 |
|
|
2023
Q1 | $775K | Sell |
8,422
-3,084
| -27% | -$284K | 0.43% | 45 |
|
|
2022
Q4 | $1.04M | Buy |
11,506
+1,078
| +10% | +$97.8K | 0.68% | 26 |
|
|
2022
Q3 | $793K | Sell |
10,428
-2,757
| -21% | -$210K | 0.53% | 28 |
|
|
2022
Q2 | $1.12M | Buy |
13,185
+1,117
| +9% | +$94.5K | 0.9% | 17 |
|
|
2022
Q1 | $1.06M | Buy |
12,068
+6,581
| +120% | +$578K | 0.65% | 24 |
|
|
2021
Q4 | $480K | Buy |
+5,487
| New | +$480K | 0.3% | 59 |
|