HAG
HighPoint Advisor Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
9,280
+123
| +1% | +$14.9K | 0.06% | 232 |
|
|
2025
Q1 | $1.04M | Buy |
9,157
+486
| +6% | +$55.1K | 0.06% | 230 |
|
|
2024
Q4 | $933K | Sell |
8,671
-423
| -5% | -$45.5K | 0.05% | 253 |
|
|
2024
Q3 | $1.05M | Sell |
9,094
-501
| -5% | -$57.6K | 0.06% | 228 |
|
|
2024
Q2 | $1.07M | Sell |
9,595
-10,598
| -52% | -$1.19M | 0.06% | 221 |
|
|
2024
Q1 | $2.07M | Buy |
20,193
+625
| +3% | +$63.9K | 0.15% | 119 |
|
|
2023
Q4 | $1.87M | Buy |
+19,568
| New | +$1.87M | 0.13% | 126 |
|
|
2022
Q2 | $1.52M | Buy |
+18,134
| New | +$1.52M | 0.17% | 105 |
|
|
2021
Q3 | $1.82M | Sell |
22,188
-3,284
| -13% | -$269K | 0.18% | 110 |
|
|
2021
Q2 | $2.32M | Buy |
25,472
+118
| +0.5% | +$10.8K | 0.23% | 88 |
|
|
2021
Q1 | $2.22M | Buy |
25,354
+1,490
| +6% | +$130K | 0.26% | 81 |
|
|
2020
Q4 | $2.19M | Buy |
23,864
+20,100
| +534% | +$1.84M | 0.27% | 82 |
|
|
2020
Q3 | $317K | Sell |
3,764
-222
| -6% | -$18.7K | 0.06% | 261 |
|
|
2020
Q2 | $350K | Sell |
3,986
-1,052
| -21% | -$92.4K | 0.07% | 214 |
|
|
2020
Q1 | $448K | Sell |
5,038
-187
| -4% | -$16.6K | 0.11% | 164 |
|
|
2019
Q4 | $497K | Buy |
5,225
+369
| +8% | +$35.1K | 0.1% | 181 |
|
|
2019
Q3 | $429K | Buy |
4,856
+201
| +4% | +$17.8K | 0.09% | 186 |
|
|
2019
Q2 | $437K | Buy |
4,655
+674
| +17% | +$63.3K | 0.1% | 170 |
|
|
2019
Q1 | $322K | Buy |
3,981
+434
| +12% | +$35.1K | 0.08% | 228 |
|
|
2018
Q4 | $319K | Sell |
3,547
-322
| -8% | -$29K | 0.08% | 208 |
|
|
2018
Q3 | $337K | Buy |
3,869
+236
| +6% | +$20.6K | 0.09% | 209 |
|
|
2018
Q2 | $299K | Buy |
3,633
+155
| +4% | +$12.8K | 0.08% | 233 |
|
|
2018
Q1 | $262K | Hold |
3,478
| – | – | 0.07% | 260 |
|
|
2017
Q4 | $292K | Buy |
3,478
+215
| +7% | +$18.1K | 0.08% | 224 |
|
|
2017
Q3 | $270K | Buy |
3,263
+146
| +5% | +$12.1K | 0.08% | 218 |
|
|
2017
Q2 | $265K | Hold |
3,117
| – | – | 0.09% | 228 |
|
|
2017
Q1 | $265K | Sell |
3,117
-1,389
| -31% | -$118K | 0.09% | 228 |
|
|
2016
Q4 | $341K | Buy |
4,506
+263
| +6% | +$19.9K | 0.11% | 205 |
|
|
2016
Q3 | $308K | Buy |
4,243
+1,291
| +44% | +$93.7K | 0.11% | 211 |
|
|
2016
Q2 | $244K | Buy |
2,952
+955
| +48% | +$78.9K | 0.09% | 231 |
|
|
2016
Q1 | $152K | Buy |
+1,997
| New | +$152K | 0.09% | 208 |
|