Nachman Norwood & Parrott’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$465K Sell
5,093
-429
-8% -$39.2K 0.05% 191
2021
Q1
$472K Sell
5,522
-42
-0.8% -$3.59K 0.05% 185
2020
Q4
$525K Sell
5,564
-44
-0.8% -$4.15K 0.06% 170
2020
Q3
$488K Sell
5,608
-98
-2% -$8.53K 0.07% 161
2020
Q2
$498K Hold
5,706
0.08% 151
2020
Q1
$470K Buy
5,706
+129
+2% +$10.6K 0.09% 141
2019
Q4
$528K Sell
5,577
-111
-2% -$10.5K 0.09% 150
2019
Q3
$494K Sell
5,688
-11
-0.2% -$955 0.09% 153
2019
Q2
$520K Sell
5,699
-703
-11% -$64.1K 0.09% 147
2019
Q1
$552K Buy
6,402
+99
+2% +$8.54K 0.1% 138
2018
Q4
$485K Buy
+6,303
New +$485K 0.1% 141