Marks Group Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,417
| Closed | -$244K | – | 305 |
|
|
2023
Q4 | $244K | Sell |
2,417
-313
| -11% | -$31.6K | 0.03% | 275 |
|
|
2023
Q3 | $278K | Buy |
2,730
+593
| +28% | +$60.4K | 0.03% | 246 |
|
|
2023
Q2 | $216K | Buy |
+2,137
| New | +$216K | 0.03% | 268 |
|
|
2023
Q1 | – | Sell |
-3,146
| Closed | -$285K | – | 287 |
|
|
2022
Q4 | $285K | Buy |
+3,146
| New | +$285K | 0.04% | 246 |
|
|
2021
Q1 | – | Sell |
-3,185
| Closed | -$301K | – | 263 |
|
|
2020
Q4 | $301K | Sell |
3,185
-49
| -2% | -$4.63K | 0.05% | 212 |
|
|
2020
Q3 | $281K | Sell |
3,234
-94
| -3% | -$8.17K | 0.05% | 205 |
|
|
2020
Q2 | $290K | Buy |
3,328
+278
| +9% | +$24.2K | 0.06% | 193 |
|
|
2020
Q1 | $252K | Buy |
3,050
+320
| +12% | +$26.4K | 0.07% | 190 |
|
|
2019
Q4 | $258K | Buy |
+2,730
| New | +$258K | 0.05% | 214 |
|