Icon Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $382K | Sell |
3,752
-108
| -3% | -$11K | 0.04% | 201 |
|
|
2023
Q2 | $390K | Sell |
3,860
-259
| -6% | -$26.1K | 0.04% | 223 |
|
|
2023
Q1 | $379K | Buy |
+4,119
| New | +$379K | 0.04% | 224 |
|
|
2022
Q2 | $463K | Buy |
5,477
+41
| +0.8% | +$3.47K | 0.06% | 194 |
|
|
2022
Q1 | $477K | Buy |
5,436
+598
| +12% | +$52.5K | 0.05% | 216 |
|
|
2021
Q4 | $423K | Sell |
4,838
-235
| -5% | -$20.5K | 0.04% | 224 |
|
|
2021
Q3 | $415K | Buy |
5,073
+146
| +3% | +$11.9K | 0.04% | 237 |
|
|
2021
Q2 | $450K | Buy |
4,927
+224
| +5% | +$20.5K | 0.05% | 233 |
|
|
2021
Q1 | $402K | Sell |
4,703
-3,258
| -41% | -$278K | 0.05% | 234 |
|
|
2020
Q4 | $752K | Buy |
7,961
+1,997
| +33% | +$189K | 0.12% | 138 |
|
|
2020
Q3 | $519K | Buy |
5,964
+379
| +7% | +$33K | 0.1% | 140 |
|
|
2020
Q2 | $488K | Buy |
5,585
+148
| +3% | +$12.9K | 0.12% | 129 |
|
|
2020
Q1 | $448K | Buy |
5,437
+1,264
| +30% | +$104K | 0.18% | 65 |
|
|
2019
Q4 | $395K | Buy |
4,173
+537
| +15% | +$50.8K | 0.13% | 87 |
|
|
2019
Q3 | $316K | Sell |
3,636
-252
| -6% | -$21.9K | 0.11% | 111 |
|
|
2019
Q2 | $355K | Buy |
3,888
+426
| +12% | +$38.9K | 0.13% | 96 |
|
|
2019
Q1 | $298K | Sell |
3,462
-132
| -4% | -$11.4K | 0.11% | 113 |
|
|
2018
Q4 | $276K | Sell |
3,594
-117
| -3% | -$8.99K | 0.13% | 109 |
|
|
2018
Q3 | $286K | Sell |
3,711
-67
| -2% | -$5.16K | 0.12% | 136 |
|
|
2018
Q2 | $256K | Buy |
3,778
+24
| +0.6% | +$1.63K | 0.11% | 134 |
|
|
2018
Q1 | $272K | Sell |
3,754
-1,872
| -33% | -$136K | 0.15% | 141 |
|
|
2017
Q4 | $423K | Buy |
+5,626
| New | +$423K | 0.21% | 98 |
|