GGM Wealth Advisors’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 |
-3,189
| Closed | -$367K | – | 153 |
|
|
2024
Q3 | $367K | Sell |
3,189
-21
| -0.7% | -$2.42K | 0.16% | 98 |
|
|
2024
Q2 | $342K | Sell |
3,210
-815
| -20% | -$86.8K | 0.16% | 96 |
|
|
2024
Q1 | $386K | Sell |
4,025
-3,000
| -43% | -$287K | 0.18% | 89 |
|
|
2023
Q4 | $753K | Hold |
7,025
| – | – | 0.31% | 64 |
|
|
2023
Q3 | $716K | Hold |
7,025
| – | – | 0.31% | 60 |
|
|
2023
Q2 | $683K | Buy |
+7,025
| New | +$683K | 0.28% | 62 |
|
|
2023
Q1 | – | Sell |
-7,025
| Closed | -$648K | – | 110 |
|
|
2022
Q4 | $648K | Hold |
7,025
| – | – | 0.33% | 62 |
|
|
2022
Q3 | $551K | Buy |
7,025
+2,371
| +51% | +$186K | 0.3% | 66 |
|
|
2022
Q2 | $390K | Hold |
4,654
| – | – | 0.22% | 82 |
|
|
2022
Q1 | $426K | Buy |
+4,654
| New | +$426K | 0.21% | 86 |
|