Resources Management Corp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30K | Hold |
250
| – | – | ﹤0.01% | 298 |
|
2025
Q1 | $28K | Hold |
250
| – | – | ﹤0.01% | 307 |
|
2024
Q4 | $24K | Hold |
250
| – | – | ﹤0.01% | 318 |
|
2024
Q3 | $29K | Hold |
250
| – | – | ﹤0.01% | 318 |
|
2024
Q2 | $27K | Hold |
250
| – | – | ﹤0.01% | 316 |
|
2024
Q1 | $24K | Sell |
250
-150
| -38% | -$14.4K | ﹤0.01% | 327 |
|
2023
Q4 | $40K | Hold |
400
| – | – | 0.01% | 301 |
|
2023
Q3 | $41K | Hold |
400
| – | – | 0.01% | 300 |
|
2023
Q2 | $40K | Buy |
400
+264
| +194% | +$26.4K | 0.01% | 301 |
|
2023
Q1 | $5K | Sell |
136
-264
| -66% | -$9.71K | ﹤0.01% | 410 |
|
2022
Q4 | $36K | Sell |
400
-50
| -11% | -$4.5K | 0.01% | 316 |
|
2022
Q3 | $34K | Hold |
450
| – | – | 0.01% | 322 |
|
2022
Q2 | $38K | Hold |
450
| – | – | 0.01% | 319 |
|
2022
Q1 | $39K | Sell |
450
-520
| -54% | -$45.1K | 0.01% | 327 |
|
2021
Q4 | $85K | Hold |
970
| – | – | 0.01% | 296 |
|
2021
Q3 | $79K | Sell |
970
-25
| -3% | -$2.04K | 0.01% | 289 |
|
2021
Q2 | $91K | Sell |
995
-190
| -16% | -$17.4K | 0.01% | 287 |
|
2021
Q1 | $101K | Hold |
1,185
| – | – | 0.02% | 275 |
|
2020
Q4 | $112K | Hold |
1,185
| – | – | 0.02% | 264 |
|
2020
Q3 | $103K | Sell |
1,185
-375
| -24% | -$32.6K | 0.02% | 249 |
|
2020
Q2 | $136K | Hold |
1,560
| – | – | 0.03% | 231 |
|
2020
Q1 | $129K | Sell |
1,560
-15
| -1% | -$1.24K | 0.03% | 226 |
|
2019
Q4 | $149K | Hold |
1,575
| – | – | 0.03% | 234 |
|
2019
Q3 | $137K | Buy |
+1,575
| New | +$137K | 0.03% | 238 |
|
2018
Q4 | $136K | Sell |
1,780
-61
| -3% | -$4.66K | 0.03% | 223 |
|
2018
Q3 | $142K | Buy |
+1,841
| New | +$142K | 0.03% | 226 |
|