Cetera Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.44M Buy
25,175
+11,395
+83% +$1.1M 0.02% 728
2023
Q4
$1.39M Buy
13,780
+251
+2% +$25.3K 0.02% 638
2023
Q3
$1.38M Buy
13,529
+411
+3% +$41.9K 0.02% 600
2023
Q2
$1.32M Buy
13,118
+30
+0.2% +$3.03K 0.02% 618
2023
Q1
$1.2M Buy
13,088
+1,346
+11% +$124K 0.02% 626
2022
Q4
$1.07M Buy
11,742
+2,754
+31% +$250K 0.02% 651
2022
Q3
$683K Sell
8,988
-87
-1% -$6.61K 0.02% 653
2022
Q2
$767K Buy
9,075
+1,692
+23% +$143K 0.02% 663
2022
Q1
$648K Buy
7,383
+452
+7% +$39.7K 0.01% 776
2021
Q4
$606K Sell
6,931
-1,378
-17% -$120K 0.01% 811
2021
Q3
$679K Buy
8,309
+327
+4% +$26.7K 0.01% 750
2021
Q2
$728K Sell
7,982
-51
-0.6% -$4.65K 0.02% 664
2021
Q1
$687K Buy
8,033
+1,456
+22% +$125K 0.02% 607
2020
Q4
$621K Sell
6,577
-605
-8% -$57.1K 0.02% 560
2020
Q3
$625K Sell
7,182
-673
-9% -$58.6K 0.02% 489
2020
Q2
$686K Buy
7,855
+1,980
+34% +$173K 0.03% 452
2020
Q1
$484K Sell
5,875
-165
-3% -$13.6K 0.03% 476
2019
Q4
$568K Sell
6,040
-2,191
-27% -$206K 0.02% 520
2019
Q3
$714K Buy
8,231
+444
+6% +$38.5K 0.03% 442
2019
Q2
$707K Sell
7,787
-1,103
-12% -$100K 0.03% 463
2019
Q1
$764K Buy
8,890
+2,326
+35% +$200K 0.04% 385
2018
Q4
$507K Sell
6,564
-2,639
-29% -$204K 0.03% 472
2018
Q3
$712K Buy
9,203
+5,356
+139% +$414K 0.03% 442
2018
Q2
$258K Sell
3,847
-1,714
-31% -$115K 0.01% 722
2018
Q1
$401K Sell
5,561
-16
-0.3% -$1.15K 0.02% 528
2017
Q4
$421K Sell
5,577
-1,339
-19% -$101K 0.03% 492
2017
Q3
$534K Buy
6,916
+955
+16% +$73.7K 0.03% 447
2017
Q2
$448K Buy
5,961
+1,032
+21% +$77.6K 0.03% 498
2017
Q1
$328K Sell
4,929
-518
-10% -$34.5K 0.02% 554
2016
Q4
$358K Buy
5,447
+66
+1% +$4.34K 0.03% 488
2016
Q3
$380K Sell
5,381
-2,418
-31% -$171K 0.03% 499
2016
Q2
$575K Buy
7,799
+1,768
+29% +$130K 0.04% 387
2016
Q1
$391K Sell
6,031
-1,120
-16% -$72.6K 0.03% 462
2015
Q4
$551K Sell
7,151
-561
-7% -$43.2K 0.05% 379
2015
Q3
$634K Sell
7,712
-5,055
-40% -$416K 0.06% 319
2015
Q2
$1.13M Buy
12,767
+46
+0.4% +$4.09K 0.1% 228
2015
Q1
$1.13M Buy
12,721
+15
+0.1% +$1.33K 0.1% 224
2014
Q4
$1.06M Buy
12,706
+2,283
+22% +$191K 0.1% 234
2014
Q3
$877K Sell
10,423
-38
-0.4% -$3.2K 0.07% 239
2014
Q2
$848K Buy
10,461
+613
+6% +$49.7K 0.1% 249
2014
Q1
$755K Sell
9,848
-2
-0% -$153 0.1% 216
2013
Q4
$707K Sell
9,850
-111
-1% -$7.97K 0.1% 213
2013
Q3
$686K Buy
9,961
+2,181
+28% +$150K 0.12% 187
2013
Q2
$489K Buy
+7,780
New +$489K 0.1% 224