Murphy Middleton Hinkle & Parker’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 |
-1,882
| Closed | -$216K | – | 138 |
|
|
2024
Q3 | $216K | Sell |
1,882
-84
| -4% | -$9.66K | 0.12% | 129 |
|
|
2024
Q2 | $209K | Buy |
+1,966
| New | +$209K | 0.12% | 130 |
|
|
2024
Q1 | – | Sell |
-2,072
| Closed | -$209K | – | 137 |
|
|
2023
Q4 | $209K | Buy |
2,072
+97
| +5% | +$9.79K | 0.13% | 129 |
|
|
2023
Q3 | $201K | Buy |
+1,975
| New | +$201K | 0.13% | 132 |
|
|
2021
Q2 | – | Sell |
-3,609
| Closed | -$308K | – | 144 |
|
|
2021
Q1 | $308K | Sell |
3,609
-24
| -0.7% | -$2.05K | 0.18% | 121 |
|
|
2020
Q4 | $343K | Sell |
3,633
-85
| -2% | -$8.03K | 0.23% | 107 |
|
|
2020
Q3 | $323K | Hold |
3,718
| – | – | 0.24% | 100 |
|
|
2020
Q2 | $325K | Hold |
3,718
| – | – | 0.24% | 98 |
|
|
2020
Q1 | $307K | Hold |
3,718
| – | – | 0.27% | 94 |
|
|
2019
Q4 | $352K | Hold |
3,718
| – | – | 0.23% | 101 |
|
|
2019
Q3 | $323K | Hold |
3,718
| – | – | 0.23% | 97 |
|
|
2019
Q2 | $339K | Sell |
3,718
-431
| -10% | -$39.3K | 0.24% | 96 |
|
|
2019
Q1 | $357K | Hold |
4,149
| – | – | 0.25% | 98 |
|
|
2018
Q4 | $319K | Hold |
4,149
| – | – | 0.24% | 97 |
|
|
2018
Q3 | $320K | Hold |
4,149
| – | – | 0.23% | 102 |
|
|
2018
Q2 | $281K | Hold |
4,149
| – | – | 0.21% | 107 |
|
|
2018
Q1 | $301K | Hold |
4,149
| – | – | 0.23% | 99 |
|
|
2017
Q4 | $312K | Buy |
+4,149
| New | +$312K | 0.23% | 99 |
|