Nancy E. Dempze’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,532
| Closed | -$376K | – | 104 |
|
|
2024
Q2 | $376K | Sell |
3,532
-6,255
| -64% | -$666K | 0.26% | 56 |
|
|
2024
Q1 | $947K | Sell |
9,787
-9,359
| -49% | -$905K | 0.72% | 34 |
|
|
2023
Q4 | $1.93M | Sell |
19,146
-3,498
| -15% | -$353K | 1.62% | 27 |
|
|
2023
Q3 | $2.31M | Sell |
22,644
-310
| -1% | -$31.6K | 2.07% | 23 |
|
|
2023
Q2 | $2.32M | Sell |
22,954
-517
| -2% | -$52.2K | 1.99% | 25 |
|
|
2023
Q1 | $2.16M | Buy |
23,471
+388
| +2% | +$35.7K | 1.96% | 24 |
|
|
2022
Q4 | $2.09M | Sell |
23,083
-138
| -0.6% | -$12.5K | 2.04% | 22 |
|
|
2022
Q3 | $1.77M | Sell |
23,221
-240
| -1% | -$18.2K | 1.88% | 24 |
|
|
2022
Q2 | $1.98M | Sell |
23,461
-432
| -2% | -$36.5K | 1.99% | 22 |
|
|
2022
Q1 | $2.1M | Sell |
23,893
-1,693
| -7% | -$149K | 1.53% | 26 |
|
|
2021
Q4 | $2.24M | Buy |
25,586
+880
| +4% | +$76.9K | 1.51% | 29 |
|
|
2021
Q3 | $2.02M | Sell |
24,706
-140
| -0.6% | -$11.4K | 1.58% | 30 |
|
|
2021
Q2 | $2.27M | Sell |
24,846
-1,635
| -6% | -$149K | 1.91% | 27 |
|
|
2021
Q1 | $2.26M | Sell |
26,481
-274
| -1% | -$23.4K | 2% | 25 |
|
|
2020
Q4 | $2.53M | Buy |
26,755
+365
| +1% | +$34.5K | 2.32% | 20 |
|
|
2020
Q3 | $2.3M | Buy |
26,390
+485
| +2% | +$42.2K | 2.33% | 20 |
|
|
2020
Q2 | $2.26M | Buy |
25,905
+195
| +0.8% | +$17K | 2.53% | 20 |
|
|
2020
Q1 | $2.12M | Buy |
25,710
+695
| +3% | +$57.3K | 2.85% | 17 |
|
|
2019
Q4 | $2.37M | Buy |
25,015
+292
| +1% | +$27.6K | 2.62% | 17 |
|
|
2019
Q3 | $2.15M | Sell |
24,723
-1,329
| -5% | -$116K | 2.6% | 19 |
|
|
2019
Q2 | $2.38M | Sell |
26,052
-2,793
| -10% | -$255K | 2.73% | 18 |
|
|
2019
Q1 | $2.49M | Buy |
28,845
+686
| +2% | +$59.1K | 2.93% | 15 |
|
|
2018
Q4 | $2.17M | Sell |
28,159
-366
| -1% | -$28.1K | 3.01% | 13 |
|
|
2018
Q3 | $2.2M | Buy |
28,525
+679
| +2% | +$52.4K | 2.47% | 17 |
|
|
2018
Q2 | $1.89M | Buy |
27,846
+1,270
| +5% | +$86K | 2.31% | 20 |
|
|
2018
Q1 | $1.93M | Buy |
26,576
+150
| +0.6% | +$10.9K | 2.38% | 18 |
|
|
2017
Q4 | $1.99M | Buy |
26,426
+6,677
| +34% | +$502K | 2.4% | 18 |
|
|
2017
Q3 | $1.52M | Buy |
19,749
+1,389
| +8% | +$107K | 2.14% | 19 |
|
|
2017
Q2 | $1.37M | Buy |
18,360
+1,121
| +7% | +$83.8K | 1.97% | 18 |
|
|
2017
Q1 | $1.15M | Buy |
17,239
+963
| +6% | +$64.1K | 1.76% | 19 |
|
|
2016
Q4 | $1.06M | Sell |
16,276
-898
| -5% | -$58.6K | 1.86% | 19 |
|
|
2016
Q3 | $1.22M | Buy |
17,174
+228
| +1% | +$16.1K | 2.13% | 17 |
|
|
2016
Q2 | $1.25M | Buy |
16,946
+423
| +3% | +$31.3K | 2.23% | 12 |
|
|
2016
Q1 | $1.07M | Buy |
16,523
+2,086
| +14% | +$135K | 1.88% | 17 |
|
|
2015
Q4 | $1.11M | Buy |
+14,437
| New | +$1.11M | 2.14% | 15 |
|