Telemus Capital’s Novartis NVS Stock Holding History

Telemus Capital’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$820K	Sell	8,122 -1,687	-17%	-$170K	0.07%	181
2023 Q3	$999K	Sell	9,809 -4,432	-31%	-$451K	0.09%	154
2023 Q2	$1.44M	Sell	14,241 -762	-5%	-$76.9K	0.12%	136
2023 Q1	$1.38M	Sell	15,003 -1,416	-9%	-$130K	0.12%	143
2022 Q4	$1.52M	Sell	16,419 -700	-4%	-$64.6K	0.14%	139
2022 Q3	$1.3M	Sell	17,119 -384	-2%	-$29.2K	0.13%	140
2022 Q2	$1.48M	Sell	17,503 -1,114	-6%	-$94.2K	0.14%	134
2022 Q1	$1.63M	Sell	18,617 -667	-3%	-$58.5K	0.14%	132
2021 Q4	$1.69M	Sell	19,284 -6,423	-25%	-$562K	0.14%	138
2021 Q3	$2.1M	Buy	25,707 +385	+2%	+$31.5K	0.18%	110
2021 Q2	$2.31M	Sell	25,322 -2,100	-8%	-$192K	0.17%	105
2021 Q1	$2.39M	Buy	27,422 +795	+3%	+$69.4K	0.17%	109
2020 Q4	$2.51M	Buy	26,627 +596	+2%	+$56.3K	0.19%	98
2020 Q3	$2.24M	Buy	26,031 +364	+1%	+$31.4K	0.16%	110
2020 Q2	$2.23M	Buy	25,667 +23	+0.1%	+$2K	0.18%	98
2020 Q1	$2.24M	Buy	25,644 +1,447	+6%	+$127K	0.18%	100
2019 Q4	$2.29M	Sell	24,197 -12	-0%	-$1.14K	0.18%	104
2019 Q3	$2.1M	Sell	24,209 -16	-0.1%	-$1.39K	0.17%	111
2019 Q2	$2.2M	Sell	24,225 -3,150	-12%	-$286K	0.19%	103
2019 Q1	$2.36M	Buy	27,375 +104	+0.4%	+$8.96K	0.18%	111
2018 Q4	$2.1M	Buy	27,271 +693	+3%	+$53.3K	0.17%	109
2018 Q3	$2.05M	Sell	26,578 -1,071	-4%	-$82.7K	0.15%	117
2018 Q2	$1.87M	Sell	27,649 -716	-3%	-$48.5K	0.14%	127
2018 Q1	$2.06M	Sell	28,365 -1,357	-5%	-$98.3K	0.16%	118
2017 Q4	$2.24M	Buy	29,722 +23,267	+360%	+$1.75M	0.17%	105
2017 Q3	$497K	Sell	6,455 -184	-3%	-$14.2K	0.06%	207
2017 Q2	$497K	Sell	6,639 -99	-1%	-$7.41K	0.05%	235
2017 Q1	$448K	Sell	6,738 -47	-0.7%	-$3.13K	0.05%	236
2016 Q4	$443K	Sell	6,785 -5,180	-43%	-$338K	0.06%	208
2016 Q3	$847K	Sell	11,965 -105	-0.9%	-$7.43K	0.09%	159
2016 Q2	$892K	Buy	12,070 +461	+4%	+$34.1K	0.11%	155
2016 Q1	$754K	Buy	+11,609	New	+$754K	0.13%	149