Frontier Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.02M | Sell |
12,082
-337
| -3% | -$29.6K | 0.07% | 175 |
|
|
2022
Q1 | $1.15M | Sell |
12,419
-650
| -5% | -$56.3K | 0.01% | 162 |
|
|
2021
Q4 | $1.14M | Sell |
13,069
-5,713
| -30% | -$474K | 0.08% | 169 |
|
|
2021
Q3 | $1.54M | Sell |
18,782
-3,150
| -14% | -$283K | 0.11% | 142 |
|
|
2021
Q2 | $2M | Sell |
21,932
-376
| -2% | -$33.5K | 0.14% | 117 |
|
|
2021
Q1 | $1.91M | Buy |
22,308
+226
| +1% | +$20.3K | 0.15% | 112 |
|
|
2020
Q4 | $2.08M | Buy |
22,082
+279
| +1% | +$24.4K | 0.17% | 99 |
|
|
2020
Q3 | $1.9M | Buy |
21,803
+700
| +3% | +$60.6K | 0.17% | 100 |
|
|
2020
Q2 | $1.84M | Sell |
21,103
-62
| -0.3% | -$5.35K | 0.17% | 103 |
|
|
2020
Q1 | $1.75M | Buy |
21,165
+7,446
| +54% | +$664K | 0.28% | 89 |
|
|
2019
Q4 | $1.3M | Sell |
13,719
-10,361
| -43% | -$930K | 0.21% | 106 |
|
|
2019
Q3 | $2.09M | Buy |
24,080
+400
| +2% | +$35.9K | 0.31% | 74 |
|
|
2019
Q2 | $2.16M | Buy |
23,680
+545
| +2% | +$46.1K | 0.32% | 71 |
|
|
2019
Q1 | $1.99M | Sell |
23,135
-12,311
| -35% | -$988K | 0.27% | 84 |
|
|
2018
Q4 | $2.73M | Buy |
35,446
+1,276
| +4% | +$99.3K | 0.41% | 54 |
|
|
2018
Q3 | $2.64M | Sell |
34,170
-3,253
| -9% | -$240K | 0.25% | 62 |
|
|
2018
Q2 | $2.53M | Buy |
37,423
+4,153
| +12% | +$287K | 0.36% | 62 |
|
|
2018
Q1 | $2.41M | Buy |
33,270
+7,940
| +31% | +$604K | 0.34% | 73 |
|
|
2017
Q4 | $1.91M | Sell |
25,330
-3,231
| -11% | -$244K | 0.31% | 79 |
|
|
2017
Q3 | $2.2M | Buy |
28,561
+199
| +0.7% | +$15K | 0.32% | 85 |
|
|
2017
Q2 | $2.12M | Sell |
28,362
-657
| -2% | -$46.6K | 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% | +$427K | 0.32% | 94 |
|
|
2016
Q3 | $1.63M | Hold |
22,971
| – | – | 0.25% | 98 |
|
|
2016
Q2 | $1.7M | Sell |
22,971
-251
| -1% | -$17.3K | 0.27% | 94 |
|
|
2016
Q1 | $1.51M | Sell |
23,222
-529
| -2% | -$36K | 0.13% | 99 |
|
|
2015
Q4 | $1.83M | Buy |
23,751
+789
| +3% | +$62.7K | 0.29% | 92 |
|
|
2015
Q3 | $1.89M | Buy |
22,962
+2,443
| +12% | +$217K | 0.3% | 88 |
|
|
2015
Q2 | $1.81M | Buy |
20,519
+18,072
| +739% | +$1.66M | 0.28% | 88 |
|
|
2015
Q1 | $216K | Sell |
2,447
-1,844
| -43% | -$164K | 0.03% | 276 |
|
|
2014
Q4 | $356K | Buy |
+4,291
| New | +$356K | 0.07% | 171 |
|
Other funds holding NVS
