World Equity Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,982
| Closed | -$1.6M | – | 298 |
|
|
2024
Q2 | $1.6M | Buy |
14,982
+8
| +0.1% | +$852 | 0.48% | 55 |
|
|
2024
Q1 | $1.45M | Buy |
14,974
+1,416
| +10% | +$137K | 0.3% | 87 |
|
|
2023
Q4 | $1.37M | Hold |
13,558
| – | – | 0.27% | 88 |
|
|
2023
Q3 | $1.38M | Sell |
13,558
-20
| -0.1% | -$2.04K | 0.29% | 87 |
|
|
2023
Q2 | $1.37M | Sell |
13,578
-142,712
| -91% | -$14.4M | 0.4% | 60 |
|
|
2023
Q1 | $2.03M | Buy |
156,290
+142,263
| +1,014% | +$1.85M | 0.3% | 80 |
|
|
2022
Q4 | $1.27M | Buy |
14,027
+362
| +3% | +$32.8K | 0.3% | 93 |
|
|
2022
Q3 | $1.04M | Buy |
13,665
+529
| +4% | +$40.2K | 0.26% | 93 |
|
|
2022
Q2 | $1.11M | Buy |
13,136
+1,116
| +9% | +$94.3K | 0.28% | 96 |
|
|
2022
Q1 | $1.05M | Buy |
+12,020
| New | +$1.05M | 0.23% | 125 |
|