Sarah T. Connolly’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,811
| Closed | -$2.53M | – | 65 |
|
|
2023
Q3 | $2.53M | Sell |
24,811
-330
| -1% | -$33.6K | 1.67% | 20 |
|
|
2023
Q2 | $2.54M | Sell |
25,141
-52
| -0.2% | -$5.25K | 1.53% | 21 |
|
|
2023
Q1 | $2.32M | Buy |
25,193
+1,469
| +6% | +$135K | 1.47% | 21 |
|
|
2022
Q4 | $2.15M | Sell |
23,724
-118
| -0.5% | -$10.7K | 1.46% | 21 |
|
|
2022
Q3 | $1.81M | Sell |
23,842
-1,130
| -5% | -$85.9K | 1.33% | 23 |
|
|
2022
Q2 | $2.11M | Sell |
24,972
-101
| -0.4% | -$8.54K | 1.44% | 21 |
|
|
2022
Q1 | $2.2M | Buy |
25,073
+536
| +2% | +$47K | 1.29% | 27 |
|
|
2021
Q4 | $2.15M | Buy |
24,537
+8,943
| +57% | +$782K | 1.2% | 33 |
|
|
2021
Q3 | $1.28M | Sell |
15,594
-70
| -0.4% | -$5.72K | 1.05% | 34 |
|
|
2021
Q2 | $1.43M | Buy |
15,664
+250
| +2% | +$22.8K | 1.17% | 32 |
|
|
2021
Q1 | $1.32M | Sell |
15,414
-25
| -0.2% | -$2.14K | 1.17% | 33 |
|
|
2020
Q4 | $1.46M | Buy |
+15,439
| New | +$1.46M | 1.33% | 27 |
|