Edge Capital Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $307K | Buy |
3,156
+89
| +3% | +$8.66K | 0.01% | 261 |
|
|
2024
Q3 | $353K | Sell |
3,067
-17
| -0.6% | -$1.96K | 0.02% | 246 |
|
|
2024
Q2 | $328K | Hold |
3,084
| – | – | 0.02% | 255 |
|
|
2024
Q1 | $298K | Buy |
3,084
+207
| +7% | +$20K | 0.01% | 261 |
|
|
2023
Q4 | $290K | Hold |
2,877
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $293K | Sell |
2,877
-180
| -6% | -$18.3K | 0.02% | 235 |
|
|
2023
Q2 | $308K | Hold |
3,057
| – | – | 0.02% | 256 |
|
|
2023
Q1 | $281K | Sell |
3,057
-84
| -3% | -$7.73K | 0.02% | 261 |
|
|
2022
Q4 | $285K | Buy |
3,141
+84
| +3% | +$7.62K | 0.02% | 244 |
|
|
2022
Q3 | $232K | Sell |
3,057
-77
| -2% | -$5.84K | 0.02% | 258 |
|
|
2022
Q2 | $265K | Sell |
3,134
-731
| -19% | -$61.8K | 0.02% | 244 |
|
|
2022
Q1 | $339K | Buy |
3,865
+728
| +23% | +$63.9K | 0.02% | 233 |
|
|
2021
Q4 | $274K | Sell |
3,137
-1
| -0% | -$87 | 0.02% | 241 |
|
|
2021
Q3 | $257K | Sell |
3,138
-100
| -3% | -$8.19K | 0.02% | 235 |
|
|
2021
Q2 | $295K | Sell |
3,238
-980
| -23% | -$89.3K | 0.02% | 224 |
|
|
2021
Q1 | $361K | Sell |
4,218
-73,092
| -95% | -$6.26M | 0.03% | 210 |
|
|
2020
Q4 | $7.3M | Sell |
77,310
-13,416
| -15% | -$1.27M | 0.61% | 38 |
|
|
2020
Q3 | $7.89M | Buy |
90,726
+31,613
| +53% | +$2.75M | 0.79% | 27 |
|
|
2020
Q2 | $5.16M | Sell |
59,113
-23,512
| -28% | -$2.05M | 0.54% | 46 |
|
|
2020
Q1 | $6.81M | Sell |
82,625
-17,287
| -17% | -$1.43M | 0.81% | 31 |
|
|
2019
Q4 | $9.46M | Sell |
99,912
-14,539
| -13% | -$1.38M | 0.92% | 26 |
|
|
2019
Q3 | $9.95M | Sell |
114,451
-3,489
| -3% | -$303K | 1.01% | 24 |
|
|
2019
Q2 | $10.8M | Buy |
117,940
+667
| +0.6% | +$60.9K | 1.03% | 16 |
|
|
2019
Q1 | $10.1M | Sell |
117,273
-2,796
| -2% | -$241K | 0.99% | 19 |
|
|
2018
Q4 | $9.23M | Buy |
+120,069
| New | +$9.23M | 1% | 18 |
|