Householder Group Estate & Retirement Specialist’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12K | Sell |
128
-353
| -73% | -$33.1K | 0.01% | 351 |
|
|
2024
Q3 | $55K | Sell |
481
-110
| -19% | -$12.6K | 0.02% | 467 |
|
|
2024
Q2 | $62K | Buy |
591
+101
| +21% | +$10.6K | 0.02% | 443 |
|
|
2024
Q1 | $47.4K | Buy |
490
+292
| +147% | +$28.2K | 0.01% | 482 |
|
|
2023
Q4 | $19K | Buy |
198
+45
| +29% | +$4.32K | 0.01% | 655 |
|
|
2023
Q3 | $15.6K | Buy |
+153
| New | +$15.6K | 0.01% | 691 |
|
|
2023
Q1 | $14K | Sell |
153
-20
| -12% | -$1.83K | 0.01% | 718 |
|
|
2022
Q4 | $15K | Hold |
173
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $13K | Buy |
+173
| New | +$13K | 0.01% | 673 |
|