Frontier Wealth Management’s Novartis NVS Stock Holding History

Frontier Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$1.02M	Sell	12,082 -337	-3%	-$28.5K	0.07%	175
2022 Q1	$1.15M	Sell	12,419 -650	-5%	-$60.2K	0.01%	162
2021 Q4	$1.14M	Sell	13,069 -5,713	-30%	-$500K	0.08%	169
2021 Q3	$1.54M	Sell	18,782 -3,150	-14%	-$258K	0.11%	142
2021 Q2	$2M	Sell	21,932 -376	-2%	-$34.3K	0.14%	117
2021 Q1	$1.91M	Buy	22,308 +226	+1%	+$19.3K	0.15%	112
2020 Q4	$2.09M	Buy	22,082 +279	+1%	+$26.3K	0.17%	99
2020 Q3	$1.9M	Buy	21,803 +700	+3%	+$60.9K	0.17%	100
2020 Q2	$1.84M	Sell	21,103 -62	-0.3%	-$5.42K	0.17%	103
2020 Q1	$1.75M	Buy	21,165 +7,446	+54%	+$614K	0.28%	89
2019 Q4	$1.3M	Sell	13,719 -10,361	-43%	-$981K	0.21%	106
2019 Q3	$2.09M	Buy	24,080 +400	+2%	+$34.8K	0.31%	74
2019 Q2	$2.16M	Buy	23,680 +545	+2%	+$49.8K	0.32%	71
2019 Q1	$1.99M	Sell	23,135 -12,311	-35%	-$1.06M	0.27%	84
2018 Q4	$2.73M	Buy	35,446 +1,276	+4%	+$98.1K	0.41%	54
2018 Q3	$2.64M	Sell	34,170 -3,253	-9%	-$251K	0.25%	62
2018 Q2	$2.53M	Buy	37,423 +4,153	+12%	+$281K	0.36%	62
2018 Q1	$2.41M	Buy	33,270 +7,940	+31%	+$575K	0.34%	73
2017 Q4	$1.91M	Sell	25,330 -3,231	-11%	-$243K	0.31%	79
2017 Q3	$2.2M	Buy	28,561 +199	+0.7%	+$15.3K	0.32%	85
2017 Q2	$2.12M	Sell	28,362 -657	-2%	-$49.1K	0.32%	83
2017 Q1	$1.93M	Sell	29,019 -536	-2%	-$35.7K	0.3%	89
2016 Q4	$1.93M	Buy	29,555 +6,584	+29%	+$430K	0.32%	94
2016 Q3	$1.63M	Hold	22,971	–	–	0.25%	98
2016 Q2	$1.7M	Sell	22,971 -251	-1%	-$18.6K	0.27%	94
2016 Q1	$1.51M	Sell	23,222 -529	-2%	-$34.3K	0.13%	99
2015 Q4	$1.83M	Buy	23,751 +789	+3%	+$60.8K	0.29%	92
2015 Q3	$1.89M	Buy	22,962 +2,443	+12%	+$201K	0.3%	88
2015 Q2	$1.81M	Buy	20,519 +18,072	+739%	+$1.59M	0.28%	88
2015 Q1	$216K	Sell	2,447 -1,844	-43%	-$163K	0.03%	276
2014 Q4	$356K	Buy	+4,291	New	+$356K	0.07%	171