Janiczek Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $186K | Buy |
1,747
+178
| +11% | +$19K | 0.04% | 192 |
|
|
2024
Q1 | $154K | Buy |
1,569
+183
| +13% | +$17.9K | 0.03% | 221 |
|
|
2023
Q4 | $140K | Buy |
1,386
+65
| +5% | +$6.56K | 0.03% | 220 |
|
|
2023
Q3 | $135K | Buy |
1,321
+115
| +10% | +$11.7K | 0.04% | 202 |
|
|
2023
Q2 | $122K | Buy |
1,206
+77
| +7% | +$7.77K | 0.03% | 192 |
|
|
2023
Q1 | $111K | Sell |
1,129
-104
| -8% | -$10.2K | 0.03% | 198 |
|
|
2022
Q4 | $112K | Buy |
1,233
+71
| +6% | +$6.43K | 0.03% | 204 |
|
|
2022
Q3 | $88K | Sell |
1,162
-911
| -44% | -$69K | 0.03% | 219 |
|
|
2022
Q2 | $178K | Sell |
2,073
-348
| -14% | -$29.9K | 0.05% | 120 |
|
|
2022
Q1 | $213K | Buy |
2,421
+888
| +58% | +$78.1K | 0.06% | 108 |
|
|
2021
Q4 | $134K | Buy |
1,533
+31
| +2% | +$2.71K | 0.04% | 150 |
|
|
2021
Q3 | $123K | Buy |
1,502
+145
| +11% | +$11.9K | 0.04% | 148 |
|
|
2021
Q2 | $124K | Buy |
1,357
+69
| +5% | +$6.31K | 0.05% | 124 |
|
|
2021
Q1 | $110K | Buy |
1,288
+360
| +39% | +$30.7K | 0.04% | 128 |
|
|
2020
Q4 | $88K | Buy |
928
+542
| +140% | +$51.4K | 0.04% | 124 |
|
|
2020
Q3 | $34K | Buy |
386
+310
| +408% | +$27.3K | 0.02% | 118 |
|
|
2020
Q2 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 159 |
|