GC Wealth Management RIA’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,689
| Closed | -$539K | – | 309 |
|
|
2024
Q3 | $539K | Buy |
4,689
+822
| +21% | +$94.5K | 0.09% | 185 |
|
|
2024
Q2 | $412K | Sell |
3,867
-218
| -5% | -$23.2K | 0.08% | 192 |
|
|
2024
Q1 | $395K | Buy |
4,085
+887
| +28% | +$85.8K | 0.08% | 189 |
|
|
2023
Q4 | $323K | Buy |
+3,198
| New | +$323K | 0.15% | 151 |
|