DZ Bank’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$159K | – | 1058 |
|
|
2024
Q2 | $159K | Hold |
1,500
| – | – | ﹤0.01% | 894 |
|
|
2024
Q1 | $145K | Hold |
1,500
| – | – | ﹤0.01% | 921 |
|
|
2023
Q4 | $151K | Hold |
1,500
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $152K | Hold |
1,500
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $152K | Sell |
1,500
-484
| -24% | -$49.1K | ﹤0.01% | 892 |
|
|
2023
Q1 | $183K | Buy |
1,984
+484
| +32% | +$44.6K | ﹤0.01% | 863 |
|
|
2022
Q4 | $136K | Sell |
1,500
-614
| -29% | -$55.6K | ﹤0.01% | 920 |
|
|
2022
Q3 | $160K | Buy |
2,114
+614
| +41% | +$46.5K | ﹤0.01% | 904 |
|
|
2022
Q2 | $127K | Hold |
1,500
| – | – | ﹤0.01% | 936 |
|
|
2022
Q1 | $132K | Buy |
+1,500
| New | +$132K | ﹤0.01% | 926 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$123K | – | 1106 |
|
|
2021
Q3 | $123K | Hold |
1,500
| – | – | ﹤0.01% | 900 |
|
|
2021
Q2 | $136K | Hold |
1,500
| – | – | ﹤0.01% | 885 |
|
|
2021
Q1 | $128K | Hold |
1,500
| – | – | ﹤0.01% | 852 |
|
|
2020
Q4 | $141K | Hold |
1,500
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $131K | Hold |
1,500
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $132K | Hold |
1,500
| – | – | ﹤0.01% | 714 |
|
|
2020
Q1 | $124K | Hold |
1,500
| – | – | ﹤0.01% | 705 |
|
|
2019
Q4 | $142K | Buy |
+1,500
| New | +$142K | ﹤0.01% | 676 |
|