First Personal Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $428K | Hold |
3,720
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $396K | Hold |
3,720
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $360K | Hold |
3,720
| – | – | 0.08% | 94 |
|
|
2023
Q4 | $376K | Hold |
3,720
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $379K | Hold |
3,720
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $375K | Hold |
3,720
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $342K | Hold |
3,720
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $337K | Hold |
3,720
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $283K | Sell |
3,720
-223
| -6% | -$17K | 0.08% | 97 |
|
|
2022
Q2 | $333K | Hold |
3,943
| – | – | 0.09% | 86 |
|
|
2022
Q1 | $346K | Sell |
3,943
-1
| -0% | -$88 | 0.08% | 95 |
|
|
2021
Q4 | $345K | Sell |
3,944
-199
| -5% | -$17.4K | 0.08% | 101 |
|
|
2021
Q3 | $339K | Hold |
4,143
| – | – | 0.08% | 100 |
|
|
2021
Q2 | $378K | Sell |
4,143
-100
| -2% | -$9.12K | 0.1% | 94 |
|
|
2021
Q1 | $363K | Sell |
4,243
-130
| -3% | -$11.1K | 0.1% | 91 |
|
|
2020
Q4 | $413K | Buy |
4,373
+223
| +5% | +$21.1K | 0.12% | 82 |
|
|
2020
Q3 | $361K | Hold |
4,150
| – | – | 0.11% | 86 |
|
|
2020
Q2 | $362K | Sell |
4,150
-45
| -1% | -$3.93K | 0.12% | 85 |
|
|
2020
Q1 | $346K | Hold |
4,195
| – | – | 0.13% | 86 |
|
|
2019
Q4 | $397K | Sell |
4,195
-2,584
| -38% | -$245K | 0.13% | 92 |
|
|
2019
Q3 | $589K | Buy |
6,779
+85
| +1% | +$7.39K | 0.18% | 81 |
|
|
2019
Q2 | $611K | Sell |
6,694
-1,000
| -13% | -$91.3K | 0.17% | 103 |
|
|
2019
Q1 | $663K | Hold |
7,694
| – | – | 0.2% | 98 |
|
|
2018
Q4 | $592K | Sell |
7,694
-332
| -4% | -$25.5K | 0.2% | 100 |
|
|
2018
Q3 | $620K | Sell |
8,026
-1,011
| -11% | -$78.1K | 0.2% | 103 |
|
|
2018
Q2 | $612K | Sell |
9,037
-458
| -5% | -$31K | 0.2% | 102 |
|
|
2018
Q1 | $688K | Sell |
9,495
-274
| -3% | -$19.9K | 0.15% | 121 |
|
|
2017
Q4 | $735K | Buy |
9,769
+903
| +10% | +$67.9K | 0.14% | 122 |
|
|
2017
Q3 | $682K | Sell |
8,866
-111
| -1% | -$8.54K | 0.14% | 121 |
|
|
2017
Q2 | $671K | Sell |
8,977
-551
| -6% | -$41.2K | 0.15% | 123 |
|
|
2017
Q1 | $634K | Sell |
9,528
-842
| -8% | -$56K | 0.15% | 109 |
|
|
2016
Q4 | $677K | Sell |
10,370
-943
| -8% | -$61.6K | 0.18% | 106 |
|
|
2016
Q3 | $800K | Sell |
11,313
-245
| -2% | -$17.3K | 0.23% | 93 |
|
|
2016
Q2 | $855K | Sell |
11,558
-238
| -2% | -$17.6K | 0.29% | 81 |
|
|
2016
Q1 | $766K | Sell |
11,796
-5,594
| -32% | -$363K | 0.38% | 67 |
|
|
2015
Q4 | $1.34M | Sell |
17,390
-653
| -4% | -$50.4K | 0.76% | 50 |
|
|
2015
Q3 | $1.49M | Buy |
18,043
+641
| +4% | +$52.8K | 0.89% | 41 |
|
|
2015
Q2 | $1.53M | Sell |
17,402
-327
| -2% | -$28.8K | 0.92% | 39 |
|
|
2015
Q1 | $1.57M | Sell |
17,729
-357
| -2% | -$31.6K | 0.95% | 40 |
|
|
2014
Q4 | $1.5M | Buy |
+18,086
| New | +$1.5M | 0.88% | 42 |
|