Goepper Burkhardt’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,750
-200
| -10% | -$24.2K | 0.08% | 94 |
|
|
2025
Q1 | $217K | Buy |
+1,950
| New | +$217K | 0.09% | 93 |
|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$224K | – | 83 |
|
|
2024
Q3 | $224K | Hold |
1,950
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $208K | Buy |
+1,950
| New | +$208K | 0.09% | 77 |
|
|
2023
Q4 | – | Sell |
-1,970
| Closed | -$201K | – | 81 |
|
|
2023
Q3 | $201K | Buy |
+1,970
| New | +$201K | 0.12% | 67 |
|
|
2023
Q1 | – | Sell |
-2,250
| Closed | -$204K | – | 69 |
|
|
2022
Q4 | $204K | Buy |
+2,250
| New | +$204K | 0.14% | 62 |
|
|
2021
Q4 | – | Sell |
-2,450
| Closed | -$200K | – | 69 |
|
|
2021
Q3 | $200K | Hold |
2,450
| – | – | 0.13% | 63 |
|
|
2021
Q2 | $224K | Hold |
2,450
| – | – | 0.14% | 62 |
|
|
2021
Q1 | $209K | Hold |
2,450
| – | – | 0.14% | 63 |
|
|
2020
Q4 | $231K | Buy |
+2,450
| New | +$231K | 0.17% | 57 |
|