Mosley 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
Q4 | $303K | Buy |
2,948
+420
| +17% | +$43.2K | 0.19% | 95 |
|
|
2024
Q3 | $293K | Buy |
2,528
+290
| +13% | +$33.6K | 0.2% | 92 |
|
|
2024
Q2 | $238K | Buy |
2,238
+105
| +5% | +$11.2K | 0.2% | 89 |
|
|
2024
Q1 | $206K | Sell |
2,133
-83
| -4% | -$8.03K | 0.19% | 92 |
|
|
2023
Q4 | $224K | Buy |
+2,216
| New | +$224K | 0.22% | 87 |
|