Spotlight Asset Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $112K | Hold |
1,055
| – | – | 0.08% | 97 |
|
|
2024
Q1 | $102K | Buy |
1,055
+54
| +5% | +$5.22K | 0.07% | 108 |
|
|
2023
Q4 | $102K | Hold |
1,001
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $102K | Hold |
1,001
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $101K | Buy |
+1,001
| New | +$101K | 0.09% | 97 |
|
|
2021
Q3 | $268K | Sell |
3,275
-390
| -11% | -$31.9K | 0.13% | 97 |
|
|
2021
Q2 | $334K | Sell |
3,665
-94
| -3% | -$8.57K | 0.13% | 95 |
|
|
2021
Q1 | $321K | Sell |
3,759
-1,297
| -26% | -$111K | 0.12% | 97 |
|
|
2020
Q4 | $477K | Buy |
5,056
+245
| +5% | +$23.1K | 0.18% | 78 |
|
|
2020
Q3 | $418K | Sell |
4,811
-506
| -10% | -$44K | 0.16% | 89 |
|
|
2020
Q2 | $464K | Sell |
5,317
-288
| -5% | -$25.1K | 0.19% | 78 |
|
|
2020
Q1 | $462K | Sell |
5,605
-5
| -0.1% | -$412 | 0.25% | 67 |
|
|
2019
Q4 | $476K | Buy |
+5,610
| New | +$476K | 0.23% | 68 |
|