BerganKDV Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $43.6K | Hold |
432
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $39.7K | Hold |
432
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $39.2K | Hold |
432
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $33K | Sell |
432
-196
| -31% | -$15K | ﹤0.01% | 418 |
|
|
2022
Q2 | $53K | Hold |
628
| – | – | 0.01% | 377 |
|
|
2022
Q1 | $55K | Sell |
628
-1,026
| -62% | -$89.9K | 0.01% | 392 |
|
|
2021
Q4 | $145K | Buy |
1,654
+1,011
| +157% | +$88.6K | 0.02% | 291 |
|
|
2021
Q3 | $53K | Sell |
643
-61
| -9% | -$5.03K | 0.01% | 392 |
|
|
2021
Q2 | $64K | Buy |
704
+61
| +9% | +$5.55K | 0.01% | 356 |
|
|
2021
Q1 | $55K | Sell |
643
-49
| -7% | -$4.19K | 0.01% | 361 |
|
|
2020
Q4 | $65K | Sell |
692
-5,090
| -88% | -$478K | 0.01% | 326 |
|
|
2020
Q3 | $503K | Sell |
5,782
-238
| -4% | -$20.7K | 0.08% | 150 |
|
|
2020
Q2 | $526K | Buy |
6,020
+128
| +2% | +$11.2K | 0.09% | 139 |
|
|
2020
Q1 | $486K | Buy |
5,892
+559
| +10% | +$46.1K | 0.1% | 132 |
|
|
2019
Q4 | $505K | Buy |
5,333
+86
| +2% | +$8.14K | 0.09% | 145 |
|
|
2019
Q3 | $456K | Sell |
5,247
-338
| -6% | -$29.4K | 0.09% | 139 |
|
|
2019
Q2 | $510K | Sell |
5,585
-669
| -11% | -$61.1K | 0.1% | 136 |
|
|
2019
Q1 | $539K | Buy |
6,254
+203
| +3% | +$17.5K | 0.11% | 130 |
|
|
2018
Q4 | $465K | Buy |
6,051
+221
| +4% | +$17K | 0.11% | 123 |
|
|
2018
Q3 | $450K | Buy |
5,830
+463
| +9% | +$35.7K | 0.1% | 126 |
|
|
2018
Q2 | $363K | Buy |
5,367
+154
| +3% | +$10.4K | 0.08% | 136 |
|
|
2018
Q1 | $378K | Sell |
5,213
-153
| -3% | -$11.1K | 0.1% | 127 |
|
|
2017
Q4 | $404K | Sell |
5,366
-1,484
| -22% | -$112K | 0.1% | 135 |
|
|
2017
Q3 | $527K | Buy |
6,850
+3,591
| +110% | +$276K | 0.13% | 121 |
|
|
2017
Q2 | $244K | Sell |
3,259
-39
| -1% | -$2.92K | 0.07% | 152 |
|
|
2017
Q1 | $219K | Buy |
3,298
+129
| +4% | +$8.57K | 0.07% | 159 |
|
|
2016
Q4 | $207K | Buy |
+3,169
| New | +$207K | 0.07% | 156 |
|