Penn Mutual Asset Management’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 |
-3,120
| Closed | -$315K | – | 84 |
|
|
2023
Q4 | $315K | Sell |
3,120
-1,000
| -24% | -$101K | 0.24% | 59 |
|
|
2023
Q3 | $420K | Hold |
4,120
| – | – | 0.39% | 50 |
|
|
2023
Q2 | $416K | Hold |
4,120
| – | – | 0.37% | 51 |
|
|
2023
Q1 | $379K | Hold |
4,120
| – | – | 0.36% | 50 |
|
|
2022
Q4 | $374K | Hold |
4,120
| – | – | 0.42% | 47 |
|
|
2022
Q3 | $313K | Buy |
+4,120
| New | +$313K | 0.41% | 54 |
|