KOCAA
Knights of Columbus Asset Advisors’s Novartis NVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-55
| Closed | -$5.35K | – | 385 |
|
2024
Q4 | $5.35K | Hold |
55
| – | – | ﹤0.01% | 370 |
|
2024
Q3 | $6.33K | Buy |
+55
| New | +$6.33K | ﹤0.01% | 380 |
|
2021
Q1 | – | Sell |
-3,227
| Closed | -$305K | – | 343 |
|
2020
Q4 | $305K | Hold |
3,227
| – | – | 0.03% | 281 |
|
2020
Q3 | $281K | Buy |
3,227
+773
| +31% | +$67.3K | 0.03% | 273 |
|
2020
Q2 | $214K | Buy |
2,454
+4
| +0.2% | +$349 | 0.03% | 282 |
|
2020
Q1 | $202K | Hold |
2,450
| – | – | 0.03% | 324 |
|
2019
Q4 | $232K | Buy |
+2,450
| New | +$232K | 0.02% | 345 |
|