M&R Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $57K | Sell |
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|
2020
Q4 | $93K | Hold |
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|
2020
Q3 | $86K | Sell |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $97K | Buy |
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|
2019
Q4 | $111K | Sell |
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|
2019
Q3 | $111K | Buy |
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|
2019
Q2 | $113K | Sell |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | $114K | Sell |
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|
2018
Q3 | $120K | Sell |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $122K | Buy |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $123K | Hold |
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|
2017
Q2 | $120K | Sell |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $108K | Hold |
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|
2016
Q3 | $117K | Hold |
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|
2016
Q2 | $122K | Buy |
|