Palladiem’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $276K | Buy |
2,708
+185
| +7% | +$18.8K | 0.3% | 40 |
|
|
2023
Q2 | $255K | Hold |
2,523
| – | – | 0.26% | 47 |
|
|
2023
Q1 | $232K | Hold |
2,523
| – | – | 0.25% | 45 |
|
|
2022
Q4 | $229K | Buy |
+2,523
| New | +$229K | 0.24% | 47 |
|
|
2022
Q3 | – | Sell |
-2,553
| Closed | -$216K | – | 57 |
|
|
2022
Q2 | $216K | Sell |
2,553
-240
| -9% | -$20.3K | 0.21% | 46 |
|
|
2022
Q1 | $245K | Hold |
2,793
| – | – | 0.22% | 43 |
|
|
2021
Q4 | $244K | Hold |
2,793
| – | – | 0.2% | 53 |
|
|
2021
Q3 | $228K | Hold |
2,793
| – | – | 0.18% | 47 |
|
|
2021
Q2 | $255K | Hold |
2,793
| – | – | 0.21% | 54 |
|
|
2021
Q1 | $239K | Sell |
2,793
-4
| -0.1% | -$342 | 0.21% | 48 |
|
|
2020
Q4 | $264K | Buy |
+2,797
| New | +$264K | 0.25% | 47 |
|
|
2015
Q3 | $9K | Hold |
112
| – | – | 0.01% | 98 |
|
|
2015
Q2 | $10K | Hold |
112
| – | – | 0.01% | 149 |
|
|
2015
Q1 | $10K | Hold |
112
| – | – | 0.01% | 123 |
|
|
2014
Q4 | $9K | Buy |
+112
| New | +$9K | 0.01% | 137 |
|