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 |
|