Independent Portfolio Consultants’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $1.05M | Sell |
14,036
-2,274
| -14% | -$170K | 0.44% | 41 |
|
2017
Q1 | $1.09M | Sell |
16,310
-1,285
| -7% | -$85.5K | 0.37% | 67 |
|
2016
Q4 | $1.15M | Buy |
17,595
+835
| +5% | +$54.5K | 0.38% | 65 |
|
2016
Q3 | $1.19M | Buy |
16,760
+279
| +2% | +$19.7K | 0.37% | 68 |
|
2016
Q2 | $1.22M | Sell |
16,481
-631
| -4% | -$46.7K | 0.38% | 63 |
|
2016
Q1 | $1.11M | Sell |
17,112
-4,514
| -21% | -$293K | 0.31% | 99 |
|
2015
Q4 | $1.67M | Sell |
21,626
-13,771
| -39% | -$1.06M | 0.49% | 53 |
|
2015
Q3 | $2.92M | Sell |
35,397
-9,821
| -22% | -$809K | 0.63% | 29 |
|
2015
Q2 | $3.99M | Sell |
45,218
-8,900
| -16% | -$784K | 0.8% | 18 |
|
2015
Q1 | $4.78M | Sell |
54,118
-1,853
| -3% | -$164K | 0.98% | 8 |
|
2014
Q4 | $4.65M | Buy |
55,971
+32,313
| +137% | +$2.68M | 0.94% | 7 |
|
2014
Q3 | $2M | Sell |
23,658
-3,229
| -12% | -$272K | 0.54% | 32 |
|
2014
Q2 | $2.18M | Sell |
26,887
-686
| -2% | -$55.6K | 0.61% | 25 |
|
2014
Q1 | $2.1M | Sell |
27,573
-2,913
| -10% | -$222K | 0.67% | 17 |
|
2013
Q4 | $2.2M | Buy |
30,486
+2,773
| +10% | +$200K | 0.77% | 7 |
|
2013
Q3 | $1.91M | Sell |
27,713
-2,471
| -8% | -$170K | 0.76% | 2 |
|
2013
Q2 | $1.91M | Buy |
+30,184
| New | +$1.91M | 0.86% | 1 |
|