RCYC
Richard C. Young & Co’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-131,600
| Closed | -$12.7M | – | 80 |
|
|
2024
Q1 | $12.7M | Sell |
131,600
-5,556
| -4% | -$537K | 1.6% | 30 |
|
|
2023
Q4 | $13.8M | Sell |
137,156
-2,967
| -2% | -$300K | 1.86% | 20 |
|
|
2023
Q3 | $14.3M | Sell |
140,123
-2,636
| -2% | -$269K | 2.03% | 16 |
|
|
2023
Q2 | $14.4M | Buy |
142,759
+322
| +0.2% | +$32.5K | 1.98% | 19 |
|
|
2023
Q1 | $13.1M | Buy |
142,437
+1,671
| +1% | +$154K | 1.8% | 25 |
|
|
2022
Q4 | $12.8M | Sell |
140,766
-392
| -0.3% | -$35.6K | 1.7% | 24 |
|
|
2022
Q3 | $10.7M | Sell |
141,158
-972
| -0.7% | -$73.9K | 1.64% | 23 |
|
|
2022
Q2 | $12M | Buy |
142,130
+1,724
| +1% | +$146K | 1.56% | 26 |
|
|
2022
Q1 | $12.3M | Buy |
140,406
+8,504
| +6% | +$746K | 1.57% | 27 |
|
|
2021
Q4 | $11.5M | Sell |
131,902
-5,016
| -4% | -$439K | 1.45% | 28 |
|
|
2021
Q3 | $11.2M | Sell |
136,918
-352
| -0.3% | -$28.8K | 1.54% | 29 |
|
|
2021
Q2 | $12.5M | Buy |
137,270
+3,154
| +2% | +$288K | 1.59% | 26 |
|
|
2021
Q1 | $11.5M | Buy |
134,116
+8,200
| +7% | +$703K | 1.53% | 28 |
|
|
2020
Q4 | $11.9M | Buy |
125,916
+6,809
| +6% | +$643K | 1.81% | 23 |
|
|
2020
Q3 | $10.4M | Buy |
119,107
+4,677
| +4% | +$407K | 1.67% | 21 |
|
|
2020
Q2 | $9.99M | Sell |
114,430
-2,319
| -2% | -$203K | 1.66% | 24 |
|
|
2020
Q1 | $9.63M | Buy |
116,749
+4,591
| +4% | +$379K | 1.87% | 19 |
|
|
2019
Q4 | $10.6M | Buy |
112,158
+2,411
| +2% | +$228K | 1.77% | 23 |
|
|
2019
Q3 | $9.54M | Buy |
109,747
+910
| +0.8% | +$79.1K | 1.71% | 22 |
|
|
2019
Q2 | $9.94M | Buy |
108,837
+12,493
| +13% | +$1.14M | 1.88% | 18 |
|
|
2019
Q1 | $9.26M | Buy |
+96,344
| New | +$9.26M | 1.77% | 19 |
|