River Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,246
| Closed | -$217K | – | 204 |
|
|
2024
Q1 | $217K | Sell |
2,246
-764
| -25% | -$73.9K | 0.03% | 198 |
|
|
2023
Q4 | $304K | Buy |
+3,010
| New | +$304K | 0.05% | 171 |
|
|
2023
Q1 | – | Sell |
-2,771
| Closed | -$251K | – | 211 |
|
|
2022
Q4 | $251K | Sell |
2,771
-422
| -13% | -$38.3K | 0.05% | 189 |
|
|
2022
Q3 | $243K | Buy |
3,193
+740
| +30% | +$56.3K | 0.05% | 182 |
|
|
2022
Q2 | $207K | Buy |
2,453
+122
| +5% | +$10.3K | 0.04% | 207 |
|
|
2022
Q1 | $205K | Sell |
2,331
-87
| -4% | -$7.65K | 0.03% | 219 |
|
|
2021
Q4 | $212K | Sell |
2,418
-268
| -10% | -$23.5K | 0.03% | 217 |
|
|
2021
Q3 | $220K | Sell |
2,686
-20
| -0.7% | -$1.64K | 0.04% | 210 |
|
|
2021
Q2 | $247K | Buy |
2,706
+181
| +7% | +$16.5K | 0.04% | 195 |
|
|
2021
Q1 | $216K | Buy |
2,525
+100
| +4% | +$8.55K | 0.04% | 203 |
|
|
2020
Q4 | $229K | Sell |
2,425
-72
| -3% | -$6.8K | 0.05% | 193 |
|
|
2020
Q3 | $217K | Buy |
+2,497
| New | +$217K | 0.06% | 188 |
|
|
2019
Q1 | – | Sell |
-1,700
| Closed | -$131K | – | 377 |
|
|
2018
Q4 | $131K | Hold |
1,700
| – | – | 0.06% | 174 |
|
|
2018
Q3 | $131K | Sell |
1,700
-238
| -12% | -$18.3K | 0.05% | 187 |
|
|
2018
Q2 | $131K | Buy |
+1,938
| New | +$131K | 0.05% | 185 |
|