Dixon Hubard Feinour & Brown’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $507K | Buy |
5,996
+572
| +11% | +$48.4K | 0.06% | 193 |
|
|
2022
Q1 | $476K | Buy |
5,424
+112
| +2% | +$9.83K | 0.05% | 219 |
|
|
2021
Q4 | $465K | Buy |
+5,312
| New | +$465K | 0.04% | 219 |
|
|
2015
Q4 | – | Sell |
-2,803
| Closed | -$231K | – | 181 |
|
|
2015
Q3 | $231K | Buy |
+2,803
| New | +$231K | 0.09% | 138 |
|
|
2015
Q2 | – | Sell |
-3,417
| Closed | -$302K | – | 194 |
|
|
2015
Q1 | $302K | Buy |
3,417
+111
| +3% | +$9.81K | 0.09% | 149 |
|
|
2014
Q4 | $274K | Hold |
3,306
| – | – | 0.09% | 159 |
|
|
2014
Q3 | $279K | Hold |
3,306
| – | – | 0.09% | 149 |
|
|
2014
Q2 | $268K | Hold |
3,306
| – | – | 0.09% | 157 |
|
|
2014
Q1 | $252K | Buy |
+3,306
| New | +$252K | 0.09% | 157 |
|