Evelyn V. Moreno’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.71M | Sell |
36,718
-41,798
| -53% | -$4.22M | 1.75% | 12 |
|
|
2023
Q3 | $8M | Buy |
78,516
+3,757
| +5% | +$383K | 1.74% | 15 |
|
|
2023
Q2 | $7.54M | Sell |
74,759
-842
| -1% | -$85K | 1.61% | 20 |
|
|
2023
Q1 | $6.96M | Buy |
75,601
+4,004
| +6% | +$368K | 1.58% | 21 |
|
|
2022
Q4 | $6.5M | Buy |
71,597
+33,043
| +86% | +$3M | 1.5% | 22 |
|
|
2022
Q3 | $2.93M | Sell |
38,554
-33,330
| -46% | -$2.53M | 1.32% | 22 |
|
|
2022
Q2 | $6.08M | Sell |
71,884
-34,018
| -32% | -$2.88M | 1.42% | 27 |
|
|
2022
Q1 | $9.29M | Buy |
105,902
+5,083
| +5% | +$446K | 1.88% | 18 |
|
|
2021
Q4 | $8.82M | Buy |
100,819
+9,651
| +11% | +$844K | 1.76% | 25 |
|
|
2021
Q3 | $7.46M | Sell |
91,168
-590
| -0.6% | -$48.3K | 1.76% | 27 |
|
|
2021
Q2 | $8.37M | Buy |
91,758
+12,729
| +16% | +$1.16M | 1.97% | 22 |
|
|
2021
Q1 | $6.76M | Buy |
79,029
+165
| +0.2% | +$14.1K | 1.61% | 30 |
|
|
2020
Q4 | $7.45M | Sell |
78,864
-1,930
| -2% | -$182K | 1.85% | 23 |
|
|
2020
Q3 | $7.03M | Buy |
80,794
+35
| +0% | +$3.04K | 1.9% | 23 |
|
|
2020
Q2 | $7.05M | Sell |
80,759
-743
| -0.9% | -$64.9K | 2.05% | 17 |
|
|
2020
Q1 | $6.72M | Sell |
81,502
-683
| -0.8% | -$56.3K | 2.28% | 14 |
|
|
2019
Q4 | $7.78M | Sell |
82,185
-2,426
| -3% | -$230K | 2.09% | 21 |
|
|
2019
Q3 | $7.35M | Buy |
84,611
+1,063
| +1% | +$92.4K | 2.02% | 21 |
|
|
2019
Q2 | $7.63M | Sell |
83,548
-9,321
| -10% | -$851K | 2.32% | 18 |
|
|
2019
Q1 | $8M | Buy |
92,869
+117
| +0.1% | +$10.1K | 2.36% | 13 |
|
|
2018
Q4 | $7.13M | Buy |
92,752
+212
| +0.2% | +$16.3K | 2.36% | 16 |
|
|
2018
Q3 | $7.14M | Sell |
92,540
-3,363
| -4% | -$260K | 2% | 21 |
|
|
2018
Q2 | $6.49M | Buy |
95,903
+3,710
| +4% | +$251K | 1.89% | 25 |
|
|
2018
Q1 | $6.68M | Buy |
92,193
+659
| +0.7% | +$47.7K | 2.04% | 18 |
|
|
2017
Q4 | $6.89M | Sell |
91,534
-5,366
| -6% | -$404K | 2.08% | 20 |
|
|
2017
Q3 | $7.45M | Buy |
96,900
+689
| +0.7% | +$53K | 2.23% | 15 |
|
|
2017
Q2 | $7.2M | Sell |
96,211
-898
| -0.9% | -$67.2K | 2.21% | 17 |
|
|
2017
Q1 | $6.46M | Buy |
97,109
+12,857
| +15% | +$856K | 1.97% | 23 |
|
|
2016
Q4 | $5.5M | Buy |
84,252
+6,550
| +8% | +$428K | 1.98% | 23 |
|
|
2016
Q3 | $5.5M | Buy |
77,702
+944
| +1% | +$66.8K | 2.02% | 17 |
|
|
2016
Q2 | $5.68M | Buy |
76,758
+11,104
| +17% | +$821K | 2.15% | 16 |
|
|
2016
Q1 | $4.26M | Buy |
65,654
+1,177
| +2% | +$76.4K | 1.65% | 32 |
|
|
2015
Q4 | $4.97M | Buy |
64,477
+5,206
| +9% | +$401K | 2.07% | 17 |
|
|
2015
Q3 | $4.88M | Buy |
59,271
+23
| +0% | +$1.89K | 2.1% | 14 |
|
|
2015
Q2 | $5.22M | Sell |
59,248
-1,766
| -3% | -$156K | 2.08% | 10 |
|
|
2015
Q1 | $5.39M | Sell |
61,014
-2,773
| -4% | -$245K | 2.04% | 11 |
|
|
2014
Q4 | $5.3M | Sell |
63,787
-1,536
| -2% | -$128K | 1.95% | 13 |
|
|
2014
Q3 | $5.51M | Sell |
65,323
-253
| -0.4% | -$21.3K | 2.11% | 9 |
|
|
2014
Q2 | $5.32M | Sell |
65,576
-1,176
| -2% | -$95.4K | 2% | 11 |
|
|
2014
Q1 | $5.09M | Buy |
66,752
+256
| +0.4% | +$19.5K | 2% | 11 |
|
|
2013
Q4 | $4.79M | Buy |
+66,496
| New | +$4.79M | 1.98% | 12 |
|