Marcum Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,937
| Closed | -$223K | – | 426 |
|
|
2024
Q3 | $223K | Sell |
1,937
-96
| -5% | -$11K | 0.02% | 341 |
|
|
2024
Q2 | $216K | Buy |
+2,033
| New | +$216K | 0.02% | 328 |
|
|
2024
Q1 | – | Sell |
-2,007
| Closed | -$203K | – | 407 |
|
|
2023
Q4 | $203K | Sell |
2,007
-281
| -12% | -$28.4K | 0.02% | 335 |
|
|
2023
Q3 | $233K | Sell |
2,288
-30
| -1% | -$3.06K | 0.03% | 293 |
|
|
2023
Q2 | $234K | Sell |
2,318
-418
| -15% | -$42.2K | 0.03% | 297 |
|
|
2023
Q1 | $252K | Sell |
2,736
-110
| -4% | -$10.1K | 0.03% | 281 |
|
|
2022
Q4 | $258K | Sell |
2,846
-121
| -4% | -$11K | 0.03% | 267 |
|
|
2022
Q3 | $226K | Sell |
2,967
-56
| -2% | -$4.27K | 0.03% | 283 |
|
|
2022
Q2 | $256K | Sell |
3,023
-180
| -6% | -$15.2K | 0.04% | 262 |
|
|
2022
Q1 | $281K | Sell |
3,203
-23
| -0.7% | -$2.02K | 0.04% | 255 |
|
|
2021
Q4 | $282K | Buy |
3,226
+234
| +8% | +$20.5K | 0.04% | 268 |
|
|
2021
Q3 | $245K | Buy |
2,992
+362
| +14% | +$29.6K | 0.04% | 270 |
|
|
2021
Q2 | $240K | Sell |
2,630
-306
| -10% | -$27.9K | 0.04% | 252 |
|
|
2021
Q1 | $251K | Buy |
+2,936
| New | +$251K | 0.04% | 250 |
|