IFP Advisors’s Novavax NVAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Buy |
4,675
+679
| +17% | +$4.52K | ﹤0.01% | 2302 |
|
|
2025
Q1 | $25.6K | Buy |
3,996
+350
| +10% | +$2.24K | ﹤0.01% | 2194 |
|
|
2024
Q4 | $29.6K | Buy |
3,646
+201
| +6% | +$1.63K | ﹤0.01% | 2075 |
|
|
2024
Q3 | $43.5K | Hold |
3,445
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q2 | $43.6K | Buy |
3,445
+400
| +13% | +$5.06K | ﹤0.01% | 1738 |
|
|
2024
Q1 | $14.6K | Hold |
3,045
| – | – | ﹤0.01% | 2109 |
|
|
2023
Q4 | $14.6K | Hold |
3,045
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q3 | $22K | Buy |
3,045
+455
| +18% | +$3.29K | ﹤0.01% | 1893 |
|
|
2023
Q2 | $19.2K | Buy |
2,590
+454
| +21% | +$3.37K | ﹤0.01% | 2022 |
|
|
2023
Q1 | $14K | Sell |
2,136
-4,858
| -69% | -$31.9K | ﹤0.01% | 2158 |
|
|
2022
Q4 | $52K | Buy |
6,994
+5,361
| +328% | +$39.9K | ﹤0.01% | 2221 |
|
|
2022
Q3 | $20K | Buy |
1,633
+1,328
| +435% | +$16.3K | ﹤0.01% | 3087 |
|
|
2022
Q2 | $9K | Hold |
305
| – | – | ﹤0.01% | 3475 |
|
|
2022
Q1 | $9K | Buy |
305
+111
| +57% | +$3.28K | ﹤0.01% | 3475 |
|
|
2021
Q4 | $27K | Sell |
194
-52
| -21% | -$7.24K | ﹤0.01% | 1784 |
|
|
2021
Q3 | $52K | Sell |
246
-74
| -23% | -$15.6K | ﹤0.01% | 1514 |
|
|
2021
Q2 | $69K | Buy |
320
+28
| +10% | +$6.04K | ﹤0.01% | 1390 |
|
|
2021
Q1 | $54K | Sell |
292
-44
| -13% | -$8.14K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $36K | Buy |
336
+95
| +39% | +$10.2K | ﹤0.01% | 1563 |
|
|
2020
Q3 | $26K | Buy |
+241
| New | +$26K | ﹤0.01% | 1536 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | – | – | 3386 |
|
|
2020
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3329 |
|
|
2019
Q1 | – | Sell |
-245
| Closed | -$9K | – | 3043 |
|
|
2018
Q4 | $9K | Sell |
245
-50
| -17% | -$1.84K | ﹤0.01% | 2526 |
|
|
2018
Q3 | $11K | Sell |
295
-34
| -10% | -$1.27K | ﹤0.01% | 2770 |
|
|
2018
Q2 | $9K | Buy |
329
+105
| +47% | +$2.87K | ﹤0.01% | 2928 |
|
|
2018
Q1 | $6K | Hold |
224
| – | – | ﹤0.01% | 3089 |
|
|
2017
Q4 | $6K | Sell |
224
-524
| -70% | -$14K | ﹤0.01% | 3086 |
|
|
2017
Q3 | $17K | Hold |
748
| – | – | ﹤0.01% | 2678 |
|
|
2017
Q2 | $17K | Sell |
748
-1,030
| -58% | -$23.4K | ﹤0.01% | 2654 |
|
|
2017
Q1 | $46K | Sell |
1,778
-67
| -4% | -$1.73K | ﹤0.01% | 1966 |
|
|
2016
Q4 | $46K | Sell |
1,845
-203
| -10% | -$5.06K | ﹤0.01% | 1921 |
|
|
2016
Q3 | $85K | Buy |
2,048
+373
| +22% | +$15.5K | ﹤0.01% | 1461 |
|
|
2016
Q2 | $244K | Buy |
+1,675
| New | +$244K | 0.01% | 876 |
|
|
2016
Q1 | – | Sell |
-1,391
| Closed | -$233K | – | 3064 |
|
|
2015
Q4 | $233K | Buy |
+1,391
| New | +$233K | 0.02% | 772 |
|