Paladin Advisory Group’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 |
-252
| Closed | -$29K | – | 239 |
|
|
2024
Q3 | $29K | Hold |
252
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $26.8K | Hold |
252
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $24.2K | Hold |
252
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $25.4K | Hold |
252
| – | – | 0.02% | 172 |
|
|
2023
Q3 | $25.7K | Hold |
252
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $25.4K | Hold |
252
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $23.2K | Buy |
+252
| New | +$23.2K | 0.02% | 191 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 164 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 165 |
|
|
2022
Q2 | – | Sell |
-252
| Closed | -$22K | – | 166 |
|
|
2022
Q1 | $22K | Buy |
+252
| New | +$22K | 0.02% | 207 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 162 |
|