Investors Research Corp’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 |
-2,953
| Closed | -$272K | – | 1111 |
|
|
2023
Q1 | $272K | Sell |
2,953
-200
| -6% | -$18.4K | 0.07% | 285 |
|
|
2022
Q4 | $286K | Hold |
3,153
| – | – | 0.08% | 275 |
|
|
2022
Q3 | $240K | Hold |
3,153
| – | – | 0.07% | 277 |
|
|
2022
Q2 | $267K | Hold |
3,153
| – | – | 0.08% | 272 |
|
|
2022
Q1 | $277K | Hold |
3,153
| – | – | 0.08% | 273 |
|
|
2021
Q4 | $276K | Hold |
3,153
| – | – | 0.08% | 262 |
|
|
2021
Q3 | $258K | Hold |
3,153
| – | – | 0.09% | 267 |
|
|
2021
Q2 | $288K | Hold |
3,153
| – | – | 0.1% | 248 |
|
|
2021
Q1 | $270K | Sell |
3,153
-500
| -14% | -$42.8K | 0.1% | 256 |
|
|
2020
Q4 | $345K | Hold |
3,653
| – | – | 0.14% | 225 |
|
|
2020
Q3 | $318K | Hold |
3,653
| – | – | 0.15% | 196 |
|
|
2020
Q2 | $319K | Hold |
3,653
| – | – | 0.16% | 199 |
|
|
2020
Q1 | $301K | Hold |
3,653
| – | – | 0.19% | 196 |
|
|
2019
Q4 | $346K | Hold |
3,653
| – | – | 0.16% | 197 |
|
|
2019
Q3 | $317K | Hold |
3,653
| – | – | 0.16% | 195 |
|
|
2019
Q2 | $334K | Sell |
3,653
-424
| -10% | -$38.8K | 0.17% | 177 |
|
|
2019
Q1 | $351K | Hold |
4,077
| – | – | 0.19% | 167 |
|
|
2018
Q4 | $313K | Hold |
4,077
| – | – | 0.22% | 170 |
|
|
2018
Q3 | $315K | Hold |
4,077
| – | – | 0.18% | 201 |
|
|
2018
Q2 | $276K | Buy |
4,077
+33
| +0.8% | +$2.23K | 0.16% | 222 |
|
|
2018
Q1 | $293K | Hold |
4,044
| – | – | 0.18% | 218 |
|
|
2017
Q4 | $304K | Buy |
+4,044
| New | +$304K | 0.19% | 207 |
|