Intersect Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $398K | Buy |
4,710
+450
| +11% | +$38K | 0.12% | 185 |
|
|
2022
Q1 | $374K | Buy |
4,260
+1,067
| +33% | +$93.7K | 0.07% | 260 |
|
|
2021
Q4 | $279K | Buy |
3,193
+52
| +2% | +$4.54K | 0.05% | 327 |
|
|
2021
Q3 | $257K | Sell |
3,141
-455
| -13% | -$37.2K | 0.04% | 309 |
|
|
2021
Q2 | $328K | Buy |
3,596
+708
| +25% | +$64.6K | 0.06% | 242 |
|
|
2021
Q1 | $247K | Buy |
2,888
+115
| +4% | +$9.84K | 0.05% | 277 |
|
|
2020
Q4 | $262K | Buy |
2,773
+365
| +15% | +$34.5K | 0.06% | 234 |
|
|
2020
Q3 | $209K | Buy |
+2,408
| New | +$209K | 0.06% | 219 |
|
|
2015
Q2 | – | Sell |
-812
| Closed | -$74K | – | 279 |
|
|
2015
Q1 | $74K | Hold |
812
| – | – | 0.06% | 147 |
|
|
2014
Q4 | $67K | Buy |
+812
| New | +$67K | 0.06% | 157 |
|