Heritage Wealth Management (Arizona)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $631K | Sell |
5,930
-618
| -9% | -$65.8K | 0.35% | 67 |
|
|
2024
Q1 | $633K | Hold |
6,548
| – | – | 0.32% | 67 |
|
|
2023
Q4 | $661K | Buy |
+6,548
| New | +$661K | 0.36% | 63 |
|
|
2022
Q4 | $1.79M | Buy |
19,680
+10,882
| +124% | +$987K | 0.26% | 65 |
|
|
2022
Q3 | $669K | Sell |
8,798
-643
| -7% | -$48.9K | 0.21% | 78 |
|
|
2022
Q2 | $798K | Buy |
9,441
+1,106
| +13% | +$93.5K | 0.27% | 67 |
|
|
2022
Q1 | $731K | Buy |
+8,335
| New | +$731K | 0.2% | 86 |
|
|
2021
Q3 | $359K | Buy |
4,387
+1,107
| +34% | +$90.6K | 0.13% | 126 |
|
|
2021
Q2 | $299K | Buy |
3,280
+1,189
| +57% | +$108K | 0.11% | 152 |
|
|
2021
Q1 | $179K | Buy |
+2,091
| New | +$179K | 0.1% | 178 |
|