Security Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $415K | Hold |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $475K | Hold |
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|
2021
Q2 | $530K | Hold |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $168K | Hold |
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|
2019
Q4 | $193K | Hold |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $186K | Sell |
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|
2019
Q1 | $225K | Hold |
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|
2018
Q4 | $201K | Hold |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $189K | Hold |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $185K | Hold |
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|
2017
Q1 | $165K | Hold |
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|
2016
Q4 | $161K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $312K | Hold |
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|
2015
Q3 | $334K | Sell |
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|
2015
Q2 | $430K | Hold |
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|
2015
Q1 | $431K | Hold |
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|
2014
Q4 | $405K | Buy |
|