BDO Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $620K | Buy |
6,146
+86
| +1% | +$8.68K | 0.07% | 158 |
|
|
2023
Q1 | $558K | Sell |
6,060
-453
| -7% | -$41.7K | 0.07% | 160 |
|
|
2022
Q4 | $591K | Buy |
6,513
+645
| +11% | +$58.5K | 0.07% | 162 |
|
|
2022
Q3 | $446K | Buy |
5,868
+325
| +6% | +$24.7K | 0.06% | 177 |
|
|
2022
Q2 | $469K | Sell |
5,543
-149
| -3% | -$12.6K | 0.06% | 180 |
|
|
2022
Q1 | $499K | Sell |
5,692
-275
| -5% | -$24.1K | 0.05% | 180 |
|
|
2021
Q4 | $522K | Sell |
5,967
-601
| -9% | -$52.6K | 0.06% | 180 |
|
|
2021
Q3 | $537K | Sell |
6,568
-657
| -9% | -$53.7K | 0.06% | 174 |
|
|
2021
Q2 | $659K | Buy |
7,225
+3,061
| +74% | +$279K | 0.07% | 166 |
|
|
2021
Q1 | $356K | Sell |
4,164
-879
| -17% | -$75.2K | 0.04% | 212 |
|
|
2020
Q4 | $476K | Buy |
5,043
+38
| +0.8% | +$3.59K | 0.07% | 148 |
|
|
2020
Q3 | $435K | Sell |
5,005
-3
| -0.1% | -$261 | 0.07% | 141 |
|
|
2020
Q2 | $437K | Buy |
5,008
+138
| +3% | +$12K | 0.08% | 134 |
|
|
2020
Q1 | $402K | Buy |
4,870
+1,049
| +27% | +$86.6K | 0.08% | 134 |
|
|
2019
Q4 | $362K | Buy |
3,821
+207
| +6% | +$19.6K | 0.09% | 130 |
|
|
2019
Q3 | $314K | Sell |
3,614
-195
| -5% | -$16.9K | 0.08% | 149 |
|
|
2019
Q2 | $348K | Buy |
3,809
+498
| +15% | +$45.5K | 0.09% | 130 |
|
|
2019
Q1 | $285K | Buy |
3,311
+782
| +31% | +$67.3K | 0.08% | 141 |
|
|
2018
Q4 | $194K | Buy |
2,529
+878
| +53% | +$67.4K | 0.07% | 152 |
|
|
2018
Q3 | $127K | Buy |
1,651
+112
| +7% | +$8.62K | 0.04% | 194 |
|
|
2018
Q2 | $104K | Buy |
1,539
+127
| +9% | +$8.58K | 0.04% | 213 |
|
|
2018
Q1 | $102K | Buy |
1,412
+441
| +45% | +$31.9K | 0.04% | 184 |
|
|
2017
Q4 | $73K | Buy |
971
+112
| +13% | +$8.42K | 0.03% | 177 |
|
|
2017
Q3 | $66K | Buy |
859
+357
| +71% | +$27.4K | 0.03% | 170 |
|
|
2017
Q2 | $38K | Buy |
+502
| New | +$38K | 0.02% | 255 |
|