Wright Investors Service’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,133
| Closed | -$537K | – | 203 |
|
|
2017
Q4 | $537K | Sell |
7,133
-7,818
| -52% | -$589K | 0.18% | 134 |
|
|
2017
Q3 | $1.15M | Sell |
14,951
-271
| -2% | -$20.8K | 0.42% | 64 |
|
|
2017
Q2 | $1.14M | Sell |
15,222
-5,218
| -26% | -$390K | 0.43% | 62 |
|
|
2017
Q1 | $1.36M | Buy |
20,440
+3,103
| +18% | +$206K | 0.55% | 50 |
|
|
2016
Q4 | $1.13M | Sell |
17,337
-9,179
| -35% | -$599K | 0.49% | 63 |
|
|
2016
Q3 | $1.88M | Sell |
26,516
-145
| -0.5% | -$10.3K | 0.78% | 42 |
|
|
2016
Q2 | $1.97M | Buy |
26,661
+8,097
| +44% | +$599K | 0.81% | 37 |
|
|
2016
Q1 | $1.21M | Sell |
18,564
-2,706
| -13% | -$176K | 0.48% | 74 |
|
|
2015
Q4 | $1.64M | Sell |
21,270
-552
| -3% | -$42.6K | 0.61% | 45 |
|
|
2015
Q3 | $1.8M | Sell |
21,822
-614
| -3% | -$50.6K | 0.81% | 29 |
|
|
2015
Q2 | $1.98M | Buy |
22,436
+7,468
| +50% | +$658K | 0.94% | 25 |
|
|
2015
Q1 | $1.32M | Sell |
14,968
-78
| -0.5% | -$6.89K | 0.64% | 44 |
|
|
2014
Q4 | $1.25M | Sell |
15,046
-865
| -5% | -$71.8K | 0.61% | 42 |
|
|
2014
Q3 | $1.34M | Sell |
15,911
-842
| -5% | -$71K | 0.66% | 45 |
|
|
2014
Q2 | $1.36M | Sell |
16,753
-10,117
| -38% | -$821K | 0.61% | 42 |
|
|
2014
Q1 | $2.05M | Sell |
26,870
-1,495
| -5% | -$114K | 0.92% | 28 |
|
|
2013
Q4 | $2.04M | Sell |
28,365
-380
| -1% | -$27.4K | 0.9% | 27 |
|
|
2013
Q3 | $1.98M | Sell |
28,745
-530
| -2% | -$36.4K | 0.9% | 29 |
|
|
2013
Q2 | $1.86M | Buy |
+29,275
| New | +$1.86M | 0.88% | 31 |
|