OmniStar Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,476
| Closed | -$351K | – | 142 |
|
|
2023
Q4 | $351K | Sell |
3,476
-3,182
| -48% | -$321K | 0.44% | 69 |
|
|
2023
Q3 | $681K | Sell |
6,658
-120
| -2% | -$12.3K | 0.81% | 41 |
|
|
2023
Q2 | $684K | Sell |
6,778
-854
| -11% | -$86.1K | 0.8% | 45 |
|
|
2023
Q1 | $702K | Sell |
7,632
-370
| -5% | -$34K | 0.89% | 40 |
|
|
2022
Q4 | $726K | Buy |
8,002
+76
| +1% | +$6.89K | 0.82% | 46 |
|
|
2022
Q3 | $602K | Sell |
7,926
-1,074
| -12% | -$81.6K | 0.72% | 52 |
|
|
2022
Q2 | $760K | Buy |
9,000
+163
| +2% | +$13.8K | 0.84% | 46 |
|
|
2022
Q1 | $775K | Buy |
8,837
+468
| +6% | +$41K | 0.77% | 49 |
|
|
2021
Q4 | $732K | Buy |
8,369
+22
| +0.3% | +$1.92K | 0.75% | 57 |
|
|
2021
Q3 | $682K | Buy |
+8,347
| New | +$682K | 0.81% | 48 |
|
|
2021
Q2 | – | Sell |
-8,286
| Closed | -$708K | – | 94 |
|
|
2021
Q1 | $708K | Sell |
8,286
-6,218
| -43% | -$531K | 0.9% | 42 |
|
|
2020
Q4 | $1.37M | Sell |
14,504
-599
| -4% | -$56.6K | 0.96% | 37 |
|
|
2020
Q3 | $1.31M | Sell |
15,103
-189
| -1% | -$16.4K | 0.99% | 34 |
|
|
2020
Q2 | $1.34M | Buy |
+15,292
| New | +$1.34M | 1.1% | 29 |
|