Operose Advisors’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 |
-279
| Closed | -$32.1K | – | 574 |
|
|
2024
Q3 | $32.1K | Hold |
279
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $29.7K | Hold |
279
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $27K | Hold |
279
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $28.2K | Hold |
279
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $28.4K | Buy |
+279
| New | +$28.4K | 0.01% | 412 |
|