CRB
Chad R. Baker’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,315
| Closed | -$796K | – | 53 |
|
|
2021
Q1 | $796K | Hold |
9,315
| – | – | 0.19% | 51 |
|
|
2020
Q4 | $879K | Hold |
9,315
| – | – | 0.21% | 50 |
|
|
2020
Q3 | $810K | Hold |
9,315
| – | – | 0.22% | 53 |
|
|
2020
Q2 | $814K | Hold |
9,315
| – | – | 0.25% | 53 |
|
|
2020
Q1 | $768K | Hold |
9,315
| – | – | 0.3% | 51 |
|
|
2019
Q4 | $882K | Hold |
9,315
| – | – | 0.29% | 50 |
|
|
2019
Q3 | $809K | Hold |
9,315
| – | – | 0.29% | 50 |
|
|
2019
Q2 | $850K | Hold |
9,315
| – | – | 0.3% | 49 |
|
|
2019
Q1 | $895K | Hold |
9,315
| – | – | 0.32% | 50 |
|
|
2018
Q4 | $800K | Hold |
9,315
| – | – | 0.35% | 50 |
|
|
2018
Q3 | $802K | Hold |
9,315
| – | – | 0.29% | 52 |
|
|
2018
Q2 | $704K | Hold |
9,315
| – | – | 0.28% | 53 |
|
|
2018
Q1 | $753K | Buy |
9,315
+1,550
| +20% | +$125K | 0.3% | 52 |
|
|
2017
Q4 | $652K | Buy |
7,765
+2,375
| +44% | +$199K | 0.26% | 52 |
|
|
2017
Q3 | $463K | Buy |
5,390
+450
| +9% | +$38.7K | 0.18% | 55 |
|
|
2017
Q2 | $412K | Hold |
4,940
| – | – | 0.16% | 57 |
|
|
2017
Q1 | $367K | Buy |
4,940
+1,375
| +39% | +$102K | 0.15% | 57 |
|
|
2016
Q4 | $259K | Sell |
3,565
-65,500
| -95% | -$4.76M | 0.11% | 57 |
|
|
2016
Q3 | $5.45M | Hold |
69,065
| – | – | 2.34% | 14 |
|
|
2016
Q2 | $5.7M | Hold |
69,065
| – | – | 2.54% | 12 |
|
|
2016
Q1 | $5M | Sell |
69,065
-500
| -0.7% | -$36.2K | 2.27% | 14 |
|
|
2015
Q4 | $5.99M | Buy |
+69,565
| New | +$5.99M | 2.67% | 10 |
|