Investment Research & Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,825
| Closed | -$168K | – | 226 |
|
|
2023
Q1 | $168K | Hold |
1,825
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $166K | Hold |
1,825
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $139K | Hold |
1,825
| – | – | 0.1% | 65 |
|
|
2022
Q2 | $154K | Hold |
1,825
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $160K | Hold |
1,825
| – | – | 0.1% | 67 |
|
|
2021
Q4 | $160K | Sell |
1,825
-588
| -24% | -$51.6K | 0.1% | 66 |
|
|
2021
Q3 | $198K | Hold |
2,413
| – | – | 0.13% | 60 |
|
|
2021
Q2 | $220K | Sell |
2,413
-14,575
| -86% | -$1.33M | 0.15% | 61 |
|
|
2021
Q1 | $1.45M | Sell |
16,988
-91
| -0.5% | -$7.78K | 1.07% | 30 |
|
|
2020
Q4 | $1.61M | Buy |
17,079
+509
| +3% | +$48.1K | 1.2% | 27 |
|
|
2020
Q3 | $1.44M | Sell |
16,570
-669
| -4% | -$58.2K | 1.2% | 27 |
|
|
2020
Q2 | $1.5M | Buy |
17,239
+6,069
| +54% | +$527K | 1.35% | 25 |
|
|
2020
Q1 | $921K | Buy |
11,170
+626
| +6% | +$51.6K | 0.85% | 23 |
|
|
2019
Q4 | $998K | Buy |
+10,544
| New | +$998K | 0.92% | 25 |
|