HC Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.75M | Sell |
20,653
-610
| -3% | -$51.6K | 1.17% | 32 |
|
|
2022
Q1 | $1.87M | Sell |
21,263
-610
| -3% | -$53.5K | 1.11% | 32 |
|
|
2021
Q4 | $1.91M | Buy |
21,873
+790
| +4% | +$69.1K | 1.06% | 37 |
|
|
2021
Q3 | $1.72M | Buy |
21,083
+820
| +4% | +$67.1K | 1.03% | 36 |
|
|
2021
Q2 | $1.85M | Buy |
20,263
+375
| +2% | +$34.2K | 1.08% | 35 |
|
|
2021
Q1 | $1.7M | Buy |
19,888
+439
| +2% | +$37.5K | 1.04% | 36 |
|
|
2020
Q4 | $1.84M | Buy |
19,449
+1,628
| +9% | +$154K | 1.18% | 32 |
|
|
2020
Q3 | $1.55M | Buy |
17,821
+1,203
| +7% | +$105K | 1.11% | 35 |
|
|
2020
Q2 | $1.45M | Sell |
16,618
-38
| -0.2% | -$3.32K | 1.13% | 34 |
|
|
2020
Q1 | $1.37M | Sell |
16,656
-238
| -1% | -$19.6K | 1.23% | 31 |
|
|
2019
Q4 | $1.6M | Sell |
16,894
-385
| -2% | -$36.5K | 1.26% | 34 |
|
|
2019
Q3 | $1.5M | Sell |
17,279
-1,209
| -7% | -$105K | 1.29% | 35 |
|
|
2019
Q2 | $1.69M | Sell |
18,488
-1,531
| -8% | -$140K | 1.68% | 28 |
|
|
2019
Q1 | $1.73M | Buy |
20,019
+195
| +1% | +$16.8K | 1.81% | 27 |
|
|
2018
Q4 | $1.52M | Buy |
19,824
+926
| +5% | +$71.2K | 3.4% | 15 |
|
|
2018
Q3 | $1.46M | Buy |
18,898
+910
| +5% | +$70.3K | 1.29% | 35 |
|
|
2018
Q2 | $1.22M | Buy |
17,988
+101
| +0.6% | +$6.84K | 1.19% | 38 |
|
|
2018
Q1 | $1.3M | Sell |
17,887
-296
| -2% | -$21.4K | 1.28% | 34 |
|
|
2017
Q4 | $1.37M | Buy |
+18,183
| New | +$1.37M | 1.32% | 34 |
|