FANJ
Financial Architects (New Jersey)’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $876K | Sell |
8,679
-128
| -1% | -$12.9K | 0.13% | 154 |
|
|
2023
Q1 | $810K | Sell |
8,807
-740
| -8% | -$68.1K | 0.13% | 158 |
|
|
2022
Q4 | $866K | Sell |
9,547
-127
| -1% | -$11.5K | 0.14% | 149 |
|
|
2022
Q3 | $735K | Buy |
+9,674
| New | +$735K | 0.13% | 153 |
|
|
2022
Q2 | – | Sell |
-9,863
| Closed | -$865K | – | 189 |
|
|
2022
Q1 | $865K | Sell |
9,863
-1,600
| -14% | -$140K | 0.12% | 155 |
|
|
2021
Q4 | $1M | Sell |
11,463
-673
| -6% | -$58.9K | 0.14% | 150 |
|
|
2021
Q3 | $992K | Sell |
12,136
-236
| -2% | -$19.3K | 0.14% | 139 |
|
|
2021
Q2 | $1.13M | Sell |
12,372
-474
| -4% | -$43.3K | 0.16% | 128 |
|
|
2021
Q1 | $1.1M | Sell |
12,846
-99
| -0.8% | -$8.46K | 0.17% | 122 |
|
|
2020
Q4 | $1.22M | Sell |
12,945
-275
| -2% | -$26K | 0.23% | 95 |
|
|
2020
Q3 | $1.15M | Sell |
13,220
-162
| -1% | -$14.1K | 0.25% | 89 |
|
|
2020
Q2 | $1.17M | Sell |
13,382
-105
| -0.8% | -$9.17K | 0.27% | 79 |
|
|
2020
Q1 | $1.11M | Sell |
13,487
-21
| -0.2% | -$1.73K | 0.3% | 74 |
|
|
2019
Q4 | $1.28M | Sell |
13,508
-332
| -2% | -$31.4K | 0.28% | 80 |
|
|
2019
Q3 | $1.2M | Sell |
13,840
-558
| -4% | -$48.5K | 0.28% | 76 |
|
|
2019
Q2 | $1.32M | Sell |
14,398
-391
| -3% | -$35.7K | 0.25% | 82 |
|
|
2019
Q1 | $1.42M | Sell |
14,789
-226
| -2% | -$21.7K | 0.24% | 80 |
|
|
2018
Q4 | $1.29M | Buy |
15,015
+125
| +0.8% | +$10.7K | 0.25% | 77 |
|
|
2018
Q3 | $1.28M | Sell |
14,890
-150
| -1% | -$12.9K | 0.21% | 87 |
|
|
2018
Q2 | $1.14M | Sell |
15,040
-1,326
| -8% | -$100K | 0.2% | 90 |
|
|
2018
Q1 | $1.32M | Sell |
16,366
-1,402
| -8% | -$113K | 0.26% | 68 |
|
|
2017
Q4 | $1.49M | Buy |
17,768
+37
| +0.2% | +$3.11K | 0.25% | 71 |
|
|
2017
Q3 | $1.52M | Sell |
17,731
-509
| -3% | -$43.7K | 0.27% | 69 |
|
|
2017
Q2 | $1.52M | Sell |
18,240
-3,103
| -15% | -$259K | 0.27% | 65 |
|
|
2017
Q1 | $1.59M | Sell |
21,343
-761
| -3% | -$56.5K | 0.28% | 67 |
|
|
2016
Q4 | $1.61M | Sell |
22,104
-1,156
| -5% | -$84.2K | 0.38% | 60 |
|
|
2016
Q3 | $1.84M | Sell |
23,260
-110
| -0.5% | -$8.69K | 0.49% | 42 |
|
|
2016
Q2 | $1.93M | Sell |
23,370
-42
| -0.2% | -$3.47K | 0.54% | 39 |
|
|
2016
Q1 | $1.7M | Sell |
23,412
-750
| -3% | -$54.3K | 0.61% | 38 |
|
|
2015
Q4 | $2.08M | Sell |
24,162
-811
| -3% | -$69.8K | 0.83% | 28 |
|
|
2015
Q3 | $2.3M | Buy |
24,973
+778
| +3% | +$71.5K | 0.97% | 25 |
|
|
2015
Q2 | $2.38M | Sell |
24,195
-1
| -0% | -$98 | 0.85% | 24 |
|
|
2015
Q1 | $2.39M | Buy |
24,196
+169
| +0.7% | +$16.7K | 0.92% | 22 |
|
|
2014
Q4 | $2.23M | Buy |
24,027
+75
| +0.3% | +$6.95K | 0.97% | 20 |
|
|
2014
Q3 | $2.26M | Sell |
23,952
-259
| -1% | -$24.4K | 1.1% | 18 |
|
|
2014
Q2 | $2.19M | Buy |
24,211
+50
| +0.2% | +$4.53K | 1.06% | 16 |
|
|
2014
Q1 | $2.05M | Hold |
24,161
| – | – | 1.23% | 16 |
|
|
2013
Q4 | $1.94M | Buy |
24,161
+1,354
| +6% | +$109K | 1.14% | 18 |
|
|
2013
Q3 | $1.75M | Buy |
22,807
+281
| +1% | +$21.5K | 1.13% | 16 |
|
|
2013
Q2 | $1.59M | Buy |
+22,526
| New | +$1.59M | 1.17% | 18 |
|