Strategic Blueprint’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,802
| Closed | -$207K | – | 674 |
|
2024
Q3 | $207K | Buy |
+1,802
| New | +$207K | 0.01% | 615 |
|
2023
Q4 | – | Sell |
-2,077
| Closed | -$212K | – | 575 |
|
2023
Q3 | $212K | Sell |
2,077
-98
| -5% | -$9.98K | 0.02% | 502 |
|
2023
Q2 | $219K | Buy |
+2,175
| New | +$219K | 0.02% | 498 |
|
2023
Q1 | – | Sell |
-2,545
| Closed | -$231K | – | 537 |
|
2022
Q4 | $231K | Sell |
2,545
-90
| -3% | -$8.17K | 0.03% | 457 |
|
2022
Q3 | $200K | Buy |
+2,635
| New | +$200K | 0.02% | 466 |
|
2021
Q3 | – | Sell |
-132
| Closed | -$12K | – | 996 |
|
2021
Q2 | $12K | Buy |
+132
| New | +$12K | ﹤0.01% | 911 |
|