Marietta Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,031
| Closed | -$697K | – | 118 |
|
|
2018
Q3 | $697K | Sell |
9,031
-80
| -0.9% | -$6.17K | 0.31% | 81 |
|
|
2018
Q2 | $617K | Buy |
9,111
+276
| +3% | +$18.7K | 0.3% | 82 |
|
|
2018
Q1 | $640K | Sell |
8,835
-62
| -0.7% | -$4.49K | 0.34% | 75 |
|
|
2017
Q4 | $669K | Buy |
8,897
+443
| +5% | +$33.3K | 0.36% | 72 |
|
|
2017
Q3 | $650K | Sell |
8,454
-2,059
| -20% | -$158K | 0.36% | 73 |
|
|
2017
Q2 | $786K | Buy |
10,513
+317
| +3% | +$23.7K | 0.48% | 70 |
|
|
2017
Q1 | $679K | Sell |
10,196
-159
| -2% | -$10.6K | 0.45% | 73 |
|
|
2016
Q4 | $676K | Buy |
+10,355
| New | +$676K | 0.54% | 67 |
|