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Oxford Wealth Group’s Novartis NVS Stock Holding History

Oxford Wealth Group’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$721K Buy
7,407
+184
+3% +$17.9K 0.47% 41
2024
Q3 		$831K Sell
7,223
-2,973
-29% -$342K 0.68% 40
2024
Q2 		$1.09M Buy
10,196
+3,396
+50% +$362K 0.75% 36
2024
Q1 		$658K Buy
+6,800
New +$658K 0.6% 39