Kelly Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,455
| Closed | -$155K | – | 541 |
|
|
2024
Q2 | $155K | Buy |
1,455
+47
| +3% | +$5K | 0.06% | 121 |
|
|
2024
Q1 | $136K | Hold |
1,408
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $142K | Hold |
1,408
| – | – | 0.06% | 116 |
|
|
2023
Q3 | $143K | Hold |
1,408
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $142K | Hold |
1,408
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $130K | Buy |
1,408
+37
| +3% | +$3.41K | 0.07% | 102 |
|
|
2022
Q4 | $124K | Hold |
1,371
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $104K | Sell |
1,371
-25
| -2% | -$1.9K | 0.06% | 109 |
|
|
2022
Q2 | $118K | Hold |
1,396
| – | – | 0.06% | 106 |
|
|
2022
Q1 | $123K | Buy |
1,396
+33
| +2% | +$2.9K | 0.06% | 113 |
|
|
2021
Q4 | $119K | Sell |
1,363
-22
| -2% | -$1.92K | 0.05% | 115 |
|
|
2021
Q3 | $113K | Sell |
1,385
-124,949
| -99% | -$10.2M | 0.06% | 99 |
|
|
2021
Q2 | $1.39M | Buy |
126,334
+124,949
| +9,022% | +$1.37M | 0.05% | 95 |
|
|
2021
Q1 | $118K | Buy |
1,385
+1,338
| +2,847% | +$114K | 0.07% | 75 |
|
|
2020
Q4 | $4.44K | Hold |
47
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $4.09K | Hold |
47
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $4.11K | Hold |
47
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $3.88K | Hold |
47
| – | – | ﹤0.01% | 326 |
|
|
2019
Q4 | $4.45K | Hold |
47
| – | – | ﹤0.01% | 315 |
|
|
2019
Q3 | $4.08K | Buy |
+47
| New | +$4.08K | ﹤0.01% | 312 |
|