J.P. Morgan Private Wealth Advisors’s Novartis NVS Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$13.1M	Sell	128,413 -13,345	-9%	-$1.36M	0.04%	331
2023 Q2	$14.3M	Sell	141,758 -17,959	-11%	-$1.81M	0.07%	191
2023 Q1	$14.7M	Sell	159,717 -6,724	-4%	-$619K	0.03%	357
2022 Q4	$15.1M	Sell	166,441 -20,411	-11%	-$1.85M	0.03%	347
2022 Q3	$14.2M	Sell	186,852 -1,390	-0.7%	-$106K	0.04%	332
2022 Q2	$15.9M	Buy	188,242 +727	+0.4%	+$61.5K	0.04%	320
2022 Q1	$16.5M	Buy	187,515 +4,779	+3%	+$419K	0.04%	350
2021 Q4	$16M	Sell	182,736 -36,984	-17%	-$3.24M	0.03%	360
2021 Q3	$18M	Sell	219,720 -8,033	-4%	-$657K	0.04%	327
2021 Q2	$20.8M	Buy	227,753 +23,449	+11%	+$2.14M	0.05%	301
2021 Q1	$17.5M	Sell	204,304 -18,207	-8%	-$1.56M	0.06%	296
2020 Q4	$21M	Sell	222,511 -14,174	-6%	-$1.34M	0.07%	245
2020 Q3	$20.6M	Sell	236,685 -71,750	-23%	-$6.24M	0.08%	214
2020 Q2	$26.9M	Sell	308,435 -2,632	-0.8%	-$230K	0.12%	163
2020 Q1	$25.6M	Buy	311,067 +8,373	+3%	+$690K	0.15%	143
2019 Q4	$28.7M	Buy	302,694 +9,442	+3%	+$894K	0.13%	158
2019 Q3	$25.5M	Buy	293,252 +46	+0%	+$4K	0.13%	151
2019 Q2	$26.8M	Sell	293,206 -43,855	-13%	-$4M	0.15%	153
2019 Q1	$29M	Buy	337,061 +281	+0.1%	+$24.2K	0.15%	149
2018 Q4	$25.9M	Sell	336,780 -83,622	-20%	-$6.43M	0.16%	144
2018 Q3	$32.5M	Sell	420,402 -12,042	-3%	-$930K	0.16%	146
2018 Q2	$29.3M	Sell	432,444 -45,011	-9%	-$3.05M	0.16%	140
2018 Q1	$34.6M	Sell	477,455 -21,003	-4%	-$1.52M	0.23%	105
2017 Q4	$37.5M	Sell	498,458 -15,834	-3%	-$1.19M	0.25%	102
2017 Q3	$39.6M	Sell	514,292 -84,009	-14%	-$6.46M	0.28%	92
2017 Q2	$44.8M	Buy	598,301 +114,130	+24%	+$8.54M	0.34%	82
2017 Q1	$32.2M	Sell	484,171 -26,849	-5%	-$1.79M	0.25%	99
2016 Q4	$33.4M	Sell	511,020 -160,812	-24%	-$10.5M	0.29%	87
2016 Q3	$47.5M	Buy	671,832 +41,075	+7%	+$2.91M	0.44%	64
2016 Q2	$46.6M	Sell	630,757 -18,963	-3%	-$1.4M	0.45%	63
2016 Q1	$42.2M	Buy	649,720 +92,765	+17%	+$6.02M	0.4%	65
2015 Q4	$42.9M	Buy	556,955 +135,644	+32%	+$10.5M	0.44%	64
2015 Q3	$34.7M	Buy	421,311 +6,725	+2%	+$554K	0.44%	64
2015 Q2	$36.5M	Sell	414,586 -3,887	-0.9%	-$343K	0.42%	69
2015 Q1	$37M	Sell	418,473 -20,857	-5%	-$1.84M	0.42%	65
2014 Q4	$36.5M	Buy	439,330 +7,205	+2%	+$598K	0.44%	65
2014 Q3	$36.4M	Buy	432,125 +9,338	+2%	+$788K	0.47%	58
2014 Q2	$34.3M	Buy	422,787 +2,663	+0.6%	+$216K	0.58%	47
2014 Q1	$32M	Buy	420,124 +24,522	+6%	+$1.87M	0.58%	43
2013 Q4	$28.5M	Sell	395,602 -23,152	-6%	-$1.67M	0.57%	46
2013 Q3	$28.8M	Buy	418,754 +9,758	+2%	+$671K	0.65%	44
2013 Q2	$25.9M	Buy	+408,996	New	+$25.9M	0.64%	50