Saratoga Research & Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,768
| Closed | -$228K | – | 50 |
|
|
2015
Q3 | $228K | Hold |
2,768
| – | – | 0.02% | 49 |
|
|
2015
Q2 | $244K | Sell |
2,768
-72
| -3% | -$6.35K | 0.02% | 50 |
|
|
2015
Q1 | $251K | Hold |
2,840
| – | – | 0.02% | 51 |
|
|
2014
Q4 | $236K | Hold |
2,840
| – | – | 0.02% | 51 |
|
|
2014
Q3 | $240K | Hold |
2,840
| – | – | 0.02% | 51 |
|
|
2014
Q2 | $230K | Hold |
2,840
| – | – | 0.02% | 55 |
|
|
2014
Q1 | $216K | Sell |
2,840
-335
| -11% | -$25.5K | 0.02% | 54 |
|
|
2013
Q4 | $229K | Sell |
3,175
-290
| -8% | -$20.9K | 0.02% | 54 |
|
|
2013
Q3 | $238K | Sell |
3,465
-23
| -0.7% | -$1.58K | 0.03% | 53 |
|
|
2013
Q2 | $221K | Buy |
+3,488
| New | +$221K | 0.03% | 57 |
|