Independent Portfolio Consultants’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$1.05M Sell
14,036
-2,274
-14% -$170K 0.44% 41
2017
Q1
$1.09M Sell
16,310
-1,285
-7% -$85.5K 0.37% 67
2016
Q4
$1.15M Buy
17,595
+835
+5% +$54.5K 0.38% 65
2016
Q3
$1.19M Buy
16,760
+279
+2% +$19.7K 0.37% 68
2016
Q2
$1.22M Sell
16,481
-631
-4% -$46.7K 0.38% 63
2016
Q1
$1.11M Sell
17,112
-4,514
-21% -$293K 0.31% 99
2015
Q4
$1.67M Sell
21,626
-13,771
-39% -$1.06M 0.49% 53
2015
Q3
$2.92M Sell
35,397
-9,821
-22% -$809K 0.63% 29
2015
Q2
$3.99M Sell
45,218
-8,900
-16% -$784K 0.8% 18
2015
Q1
$4.78M Sell
54,118
-1,853
-3% -$164K 0.98% 8
2014
Q4
$4.65M Buy
55,971
+32,313
+137% +$2.68M 0.94% 7
2014
Q3
$2M Sell
23,658
-3,229
-12% -$272K 0.54% 32
2014
Q2
$2.18M Sell
26,887
-686
-2% -$55.6K 0.61% 25
2014
Q1
$2.1M Sell
27,573
-2,913
-10% -$222K 0.67% 17
2013
Q4
$2.2M Buy
30,486
+2,773
+10% +$200K 0.77% 7
2013
Q3
$1.91M Sell
27,713
-2,471
-8% -$170K 0.76% 2
2013
Q2
$1.91M Buy
+30,184
New +$1.91M 0.86% 1