InterOcean Capital Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $325K | Hold |
3,357
| – | – | 0.01% | 377 |
|
|
2023
Q4 | $339K | Buy |
3,357
+38
| +1% | +$3.84K | 0.01% | 355 |
|
|
2023
Q3 | $338K | Buy |
3,319
+4
| +0.1% | +$407 | 0.01% | 323 |
|
|
2023
Q2 | $335K | Buy |
3,315
+58
| +2% | +$5.85K | 0.01% | 340 |
|
|
2023
Q1 | $300K | Hold |
3,257
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $295K | Sell |
3,257
-157
| -5% | -$14.2K | 0.01% | 332 |
|
|
2022
Q3 | $259K | Sell |
3,414
-624
| -15% | -$47.3K | 0.01% | 328 |
|
|
2022
Q2 | $341K | Buy |
+4,038
| New | +$341K | 0.01% | 293 |
|