Patriot Investment Management 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 |
-2,199
| Closed | -$222K | – | 246 |
|
|
2023
Q4 | $222K | Sell |
2,199
-495
| -18% | -$50K | 0.02% | 222 |
|
|
2023
Q3 | $274K | Sell |
2,694
-30
| -1% | -$3.06K | 0.03% | 206 |
|
|
2023
Q2 | $275K | Buy |
2,724
+102
| +4% | +$10.3K | 0.02% | 210 |
|
|
2023
Q1 | $241K | Sell |
2,622
-340
| -11% | -$31.3K | 0.02% | 222 |
|
|
2022
Q4 | $265K | Sell |
2,962
-670
| -18% | -$60K | 0.02% | 221 |
|
|
2022
Q3 | $276K | Sell |
3,632
-535
| -13% | -$40.7K | 0.03% | 205 |
|
|
2022
Q2 | $352K | Sell |
4,167
-745
| -15% | -$62.9K | 0.03% | 186 |
|
|
2022
Q1 | $431K | Sell |
4,912
-242
| -5% | -$21.2K | 0.04% | 182 |
|
|
2021
Q4 | $450K | Buy |
5,154
+14
| +0.3% | +$1.22K | 0.04% | 186 |
|
|
2021
Q3 | $420K | Buy |
5,140
+231
| +5% | +$18.9K | 0.04% | 188 |
|
|
2021
Q2 | $447K | Buy |
4,909
+20
| +0.4% | +$1.82K | 0.04% | 178 |
|
|
2021
Q1 | $417K | Buy |
4,889
+245
| +5% | +$20.9K | 0.04% | 174 |
|
|
2020
Q4 | $438K | Sell |
4,644
-205
| -4% | -$19.3K | 0.07% | 128 |
|
|
2020
Q3 | $421K | Buy |
4,849
+135
| +3% | +$11.7K | 0.05% | 157 |
|
|
2020
Q2 | $412K | Buy |
4,714
+35
| +0.7% | +$3.06K | 0.05% | 156 |
|
|
2020
Q1 | $385K | Buy |
+4,679
| New | +$385K | 0.06% | 151 |
|
|
2019
Q4 | – | Sell |
-6,141
| Closed | -$525K | – | 222 |
|
|
2019
Q3 | $525K | Buy |
6,141
+20
| +0.3% | +$1.71K | 0.07% | 136 |
|
|
2019
Q2 | $558K | Sell |
6,121
-587
| -9% | -$53.5K | 0.08% | 133 |
|
|
2019
Q1 | $577K | Buy |
+6,708
| New | +$577K | 0.08% | 131 |
|