Tucker Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $234K | Buy |
2,405
+2,384
| +11,352% | +$232K | 0.02% | 119 |
|
|
2024
Q3 | $2.42K | Hold |
21
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q2 | $2.24K | Buy |
+21
| New | +$2.24K | ﹤0.01% | 1287 |
|
|
2024
Q1 | – | Sell |
-31
| Closed | -$3.13K | – | 1744 |
|
|
2023
Q4 | $3.13K | Sell |
31
-2
| -6% | -$202 | ﹤0.01% | 1025 |
|
|
2023
Q3 | $3.36K | Hold |
33
| – | – | ﹤0.01% | 921 |
|
|
2023
Q2 | $3.33K | Sell |
33
-40
| -55% | -$4.04K | ﹤0.01% | 758 |
|
|
2023
Q1 | $6.72K | Hold |
73
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $6.69K | Hold |
73
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $5.92K | Buy |
73
+42
| +135% | +$3.41K | ﹤0.01% | 401 |
|
|
2022
Q2 | $2.62K | Hold |
31
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $2.72K | Buy |
+31
| New | +$2.72K | ﹤0.01% | 391 |
|
|
2021
Q2 | – | Sell |
-419
| Closed | -$35.8K | – | 362 |
|
|
2021
Q1 | $35.8K | Buy |
419
+201
| +92% | +$17.2K | 0.02% | 94 |
|
|
2020
Q4 | $20.6K | Buy |
+218
| New | +$20.6K | 0.01% | 137 |
|