HighMark Wealth Management’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 |
-21
| Closed | -$2.42K | – | 604 |
|
|
2024
Q3 | $2.42K | Sell |
21
-15
| -42% | -$1.73K | ﹤0.01% | 470 |
|
|
2024
Q2 | $3.83K | Hold |
36
| – | – | ﹤0.01% | 410 |
|
|
2024
Q1 | $3.48K | Hold |
36
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $3.64K | Sell |
36
-19
| -35% | -$1.92K | ﹤0.01% | 407 |
|
|
2023
Q3 | $5.6K | Sell |
55
-4
| -7% | -$407 | ﹤0.01% | 336 |
|
|
2023
Q2 | $5.95K | Hold |
59
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $5.43K | Sell |
59
-12
| -17% | -$1.1K | ﹤0.01% | 382 |
|
|
2022
Q4 | $6.44K | Hold |
71
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $5K | Sell |
71
-4
| -5% | -$282 | ﹤0.01% | 339 |
|
|
2022
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $7K | Buy |
75
+15
| +25% | +$1.4K | ﹤0.01% | 323 |
|
|
2021
Q4 | $5K | Buy |
60
+13
| +28% | +$1.08K | ﹤0.01% | 363 |
|
|
2021
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $4K | Sell |
47
-7
| -13% | -$596 | ﹤0.01% | 367 |
|
|
2020
Q4 | $5K | Sell |
54
-92
| -63% | -$8.52K | ﹤0.01% | 335 |
|
|
2020
Q3 | $13K | Hold |
146
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $13K | Buy |
146
+87
| +147% | +$7.75K | 0.01% | 166 |
|
|
2020
Q1 | $4K | Sell |
59
-1
| -2% | -$68 | ﹤0.01% | 251 |
|
|
2019
Q4 | $5K | Buy |
+60
| New | +$5K | 0.01% | 283 |
|