Mirador Capital Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,702
| Closed | -$2.41M | – | 195 |
|
|
2023
Q3 | $2.41M | Buy |
23,702
+234
| +1% | +$23.8K | 0.55% | 49 |
|
|
2023
Q2 | $2.37M | Sell |
23,468
-85
| -0.4% | -$8.58K | 0.56% | 53 |
|
|
2023
Q1 | $2.17M | Sell |
23,553
-1,625
| -6% | -$150K | 0.51% | 49 |
|
|
2022
Q4 | $2.28M | Sell |
25,178
-776
| -3% | -$70.4K | 0.54% | 49 |
|
|
2022
Q3 | $1.97M | Buy |
25,954
+290
| +1% | +$22K | 0.48% | 50 |
|
|
2022
Q2 | $2.17M | Sell |
25,664
-83
| -0.3% | -$7.02K | 0.51% | 47 |
|
|
2022
Q1 | $2.26M | Buy |
25,747
+956
| +4% | +$83.9K | 0.46% | 56 |
|
|
2021
Q4 | $2.17M | Buy |
24,791
+407
| +2% | +$35.6K | 0.46% | 60 |
|
|
2021
Q3 | $1.99M | Buy |
24,384
+543
| +2% | +$44.4K | 0.45% | 58 |
|
|
2021
Q2 | $2.18M | Buy |
23,841
+865
| +4% | +$78.9K | 0.49% | 60 |
|
|
2021
Q1 | $1.96M | Buy |
22,976
+1,335
| +6% | +$114K | 0.5% | 58 |
|
|
2020
Q4 | $2.04M | Buy |
21,641
+2,601
| +14% | +$246K | 0.56% | 58 |
|
|
2020
Q3 | $1.66M | Buy |
19,040
+620
| +3% | +$53.9K | 0.52% | 59 |
|
|
2020
Q2 | $1.61M | Buy |
18,420
+292
| +2% | +$25.5K | 0.6% | 51 |
|
|
2020
Q1 | $1.55M | Buy |
18,128
+2,116
| +13% | +$181K | 0.65% | 47 |
|
|
2019
Q4 | $1.52M | Buy |
16,012
+429
| +3% | +$40.6K | 0.61% | 52 |
|
|
2019
Q3 | $1.35M | Buy |
15,583
+253
| +2% | +$22K | 0.6% | 56 |
|
|
2019
Q2 | $1.4M | Sell |
15,330
-1,305
| -8% | -$119K | 0.69% | 51 |
|
|
2019
Q1 | $1.43M | Buy |
+16,635
| New | +$1.43M | 0.78% | 46 |
|