FinTrust Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $165K | Sell |
1,435
-11
| -0.8% | -$1.27K | 0.03% | 336 |
|
|
2024
Q2 | $154K | Buy |
1,446
+72
| +5% | +$7.67K | 0.03% | 327 |
|
|
2024
Q1 | $133K | Sell |
1,374
-330
| -19% | -$31.9K | 0.03% | 345 |
|
|
2023
Q4 | $172K | Hold |
1,704
| – | – | 0.03% | 293 |
|
|
2023
Q3 | $174K | Buy |
1,704
+584
| +52% | +$59.5K | 0.04% | 277 |
|
|
2023
Q2 | $102K | Hold |
1,120
| – | – | 0.02% | 345 |
|
|
2023
Q1 | $102K | Hold |
1,120
| – | – | 0.02% | 344 |
|
|
2022
Q4 | $102K | Buy |
1,120
+500
| +81% | +$45.4K | 0.02% | 344 |
|
|
2022
Q3 | $48K | Sell |
620
-6
| -1% | -$465 | 0.01% | 515 |
|
|
2022
Q2 | $54K | Buy |
626
+4
| +0.6% | +$345 | 0.01% | 513 |
|
|
2022
Q1 | $54K | Sell |
622
-194
| -24% | -$16.8K | 0.01% | 543 |
|
|
2021
Q4 | $71K | Sell |
816
-700
| -46% | -$60.9K | 0.02% | 487 |
|
|
2021
Q3 | $124K | Buy |
1,516
+216
| +17% | +$17.7K | 0.03% | 361 |
|
|
2021
Q2 | $119K | Buy |
1,300
+255
| +24% | +$23.3K | 0.03% | 377 |
|
|
2021
Q1 | $89K | Sell |
1,045
-561
| -35% | -$47.8K | 0.03% | 439 |
|
|
2020
Q4 | $152K | Buy |
1,606
+26
| +2% | +$2.46K | 0.05% | 294 |
|
|
2020
Q3 | $137 | Buy |
1,580
+470
| +42% | +$41 | 0.03% | 304 |
|
|
2020
Q2 | $97K | Buy |
1,110
+192
| +21% | +$16.8K | 0.04% | 340 |
|
|
2020
Q1 | $76K | Buy |
918
+480
| +110% | +$39.7K | 0.04% | 336 |
|
|
2019
Q4 | $41K | Buy |
438
+21
| +5% | +$1.97K | 0.02% | 476 |
|
|
2019
Q3 | $36K | Sell |
417
-13
| -3% | -$1.12K | 0.01% | 501 |
|
|
2019
Q2 | $40K | Sell |
430
-483
| -53% | -$44.9K | 0.02% | 452 |
|
|
2019
Q1 | $78K | Sell |
913
-897
| -50% | -$76.6K | 0.03% | 313 |
|
|
2018
Q4 | $139K | Buy |
+1,810
| New | +$139K | 0.07% | 219 |
|