JFA
JNBA Financial Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Hold |
7,074
| – | – | 0.08% | 97 |
|
|
2025
Q1 | $789K | Sell |
7,074
-628
| -8% | -$70K | 0.08% | 99 |
|
|
2024
Q4 | $749K | Sell |
7,702
-25
| -0.3% | -$2.43K | 0.08% | 104 |
|
|
2024
Q3 | $889K | Sell |
7,727
-729
| -9% | -$83.8K | 0.09% | 95 |
|
|
2024
Q2 | $900K | Sell |
8,456
-204
| -2% | -$21.7K | 0.1% | 99 |
|
|
2024
Q1 | $838K | Sell |
8,660
-25
| -0.3% | -$2.42K | 0.09% | 105 |
|
|
2023
Q4 | $877K | Sell |
8,685
-357
| -4% | -$36K | 0.1% | 101 |
|
|
2023
Q3 | $921K | Sell |
9,042
-288
| -3% | -$29.3K | 0.12% | 98 |
|
|
2023
Q2 | $941K | Sell |
9,330
-506
| -5% | -$51.1K | 0.11% | 102 |
|
|
2023
Q1 | $905K | Sell |
9,836
-225
| -2% | -$20.7K | 0.12% | 101 |
|
|
2022
Q4 | $913K | Sell |
10,061
-349
| -3% | -$31.7K | 0.13% | 102 |
|
|
2022
Q3 | $791K | Sell |
10,410
-80
| -0.8% | -$6.08K | 0.12% | 99 |
|
|
2022
Q2 | $887K | Sell |
10,490
-232
| -2% | -$19.6K | 0.13% | 92 |
|
|
2022
Q1 | $941K | Sell |
10,722
-715
| -6% | -$62.8K | 0.12% | 95 |
|
|
2021
Q4 | $1M | Sell |
11,437
-100
| -0.9% | -$8.74K | 0.12% | 94 |
|
|
2021
Q3 | $943K | Hold |
11,537
| – | – | 0.13% | 92 |
|
|
2021
Q2 | $1.05M | Hold |
11,537
| – | – | 0.14% | 89 |
|
|
2021
Q1 | $986K | Buy |
11,537
+125
| +1% | +$10.7K | 0.14% | 89 |
|
|
2020
Q4 | $1.08M | Sell |
11,412
-434
| -4% | -$41K | 0.18% | 78 |
|
|
2020
Q3 | $1.03M | Buy |
11,846
+7
| +0.1% | +$609 | 0.21% | 74 |
|
|
2020
Q2 | $1.03M | Hold |
11,839
| – | – | 0.22% | 73 |
|
|
2020
Q1 | $976K | Hold |
11,839
| – | – | 0.23% | 67 |
|
|
2019
Q4 | $1.12M | Buy |
11,839
+8
| +0.1% | +$757 | 0.21% | 75 |
|
|
2019
Q3 | $1.03M | Sell |
11,831
-81
| -0.7% | -$7.04K | 0.21% | 73 |
|
|
2019
Q2 | $1.09M | Buy |
11,912
+154
| +1% | +$14.1K | 0.22% | 65 |
|
|
2019
Q1 | $1.13M | Buy |
11,758
+913
| +8% | +$87.7K | 0.24% | 53 |
|
|
2018
Q4 | $931K | Buy |
10,845
+9,835
| +974% | +$844K | 0.21% | 60 |
|
|
2018
Q3 | $87K | Sell |
1,010
-10,875
| -92% | -$937K | 0.04% | 188 |
|
|
2018
Q2 | $898K | Sell |
11,885
-194
| -2% | -$14.7K | 0.19% | 62 |
|
|
2018
Q1 | $977K | Hold |
12,079
| – | – | 0.21% | 53 |
|
|
2017
Q4 | $1.01M | Sell |
12,079
-300
| -2% | -$25.2K | 0.21% | 52 |
|
|
2017
Q3 | $1.06M | Hold |
12,379
| – | – | 0.24% | 45 |
|
|
2017
Q2 | $1.03M | Sell |
12,379
-40
| -0.3% | -$3.34K | 0.23% | 43 |
|
|
2017
Q1 | $922K | Hold |
12,419
| – | – | 0.22% | 46 |
|
|
2016
Q4 | $905K | Buy |
12,419
+7,141
| +135% | +$520K | 0.22% | 48 |
|
|
2016
Q3 | $417K | Sell |
5,278
-6,940
| -57% | -$548K | 0.06% | 112 |
|
|
2016
Q2 | $1.01M | Buy |
12,218
+21
| +0.2% | +$1.73K | 0.28% | 39 |
|
|
2016
Q1 | $884K | Sell |
12,197
-490
| -4% | -$35.5K | 0.32% | 38 |
|
|
2015
Q4 | $1.09M | Sell |
12,687
-350
| -3% | -$30.1K | 0.42% | 31 |
|
|
2015
Q3 | $1.2M | Sell |
13,037
-200
| -2% | -$18.4K | 0.51% | 28 |
|
|
2015
Q2 | $1.3M | Sell |
13,237
-100
| -0.7% | -$9.84K | 0.49% | 24 |
|
|
2015
Q1 | $1.32M | Sell |
13,337
-485
| -4% | -$47.8K | 0.51% | 24 |
|
|
2014
Q4 | $1.28M | Hold |
13,822
| – | – | 0.52% | 27 |
|
|
2014
Q3 | $1.3M | Sell |
13,822
-355
| -3% | -$33.4K | 0.59% | 28 |
|
|
2014
Q2 | $1.28M | Sell |
14,177
-200
| -1% | -$18.1K | 0.62% | 26 |
|
|
2014
Q1 | $1.22M | Sell |
14,377
-735
| -5% | -$62.5K | 0.64% | 25 |
|
|
2013
Q4 | $1.22M | Sell |
15,112
-479
| -3% | -$38.5K | 0.67% | 25 |
|
|
2013
Q3 | $1.2M | Sell |
15,591
-60
| -0.4% | -$4.6K | 0.75% | 25 |
|
|
2013
Q2 | $1.11M | Buy |
+15,651
| New | +$1.11M | 0.76% | 25 |
|