LJAC
L.J. Altfest & Co’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
3,821
+303
| +9% | +$36.7K | 0.05% | 232 |
|
|
2025
Q1 | $392K | Buy |
3,518
+270
| +8% | +$30.1K | 0.05% | 242 |
|
|
2024
Q4 | $316K | Sell |
3,248
-429
| -12% | -$41.7K | 0.04% | 261 |
|
|
2024
Q3 | $423K | Sell |
3,677
-740
| -17% | -$85.1K | 0.06% | 231 |
|
|
2024
Q2 | $470K | Sell |
4,417
-55
| -1% | -$5.85K | 0.06% | 205 |
|
|
2024
Q1 | $433K | Sell |
4,472
-7
| -0.2% | -$678 | 0.06% | 208 |
|
|
2023
Q4 | $452K | Sell |
4,479
-42
| -0.9% | -$4.24K | 0.07% | 197 |
|
|
2023
Q3 | $461K | Sell |
4,521
-372
| -8% | -$37.9K | 0.07% | 190 |
|
|
2023
Q2 | $494K | Sell |
4,893
-280
| -5% | -$28.3K | 0.07% | 180 |
|
|
2023
Q1 | $476K | Sell |
5,173
-399
| -7% | -$36.7K | 0.07% | 173 |
|
|
2022
Q4 | $505K | Sell |
5,572
-101
| -2% | -$9.15K | 0.08% | 157 |
|
|
2022
Q3 | $431K | Hold |
5,673
| – | – | 0.08% | 159 |
|
|
2022
Q2 | $480K | Buy |
5,673
+2,645
| +87% | +$224K | 0.09% | 151 |
|
|
2022
Q1 | $266K | Sell |
3,028
-5,374
| -64% | -$472K | 0.05% | 218 |
|
|
2021
Q4 | $735K | Buy |
8,402
+1,263
| +18% | +$110K | 0.14% | 114 |
|
|
2021
Q3 | $584K | Buy |
7,139
+492
| +7% | +$40.2K | 0.12% | 122 |
|
|
2021
Q2 | $606K | Buy |
6,647
+570
| +9% | +$52K | 0.13% | 119 |
|
|
2021
Q1 | $519K | Buy |
6,077
+458
| +8% | +$39.1K | 0.12% | 133 |
|
|
2020
Q4 | $531K | Buy |
+5,619
| New | +$531K | 0.13% | 123 |
|
|
2020
Q2 | – | Sell |
-3,991
| Closed | -$329K | – | 228 |
|
|
2020
Q1 | $329K | Buy |
+3,991
| New | +$329K | 0.1% | 126 |
|
|
2015
Q1 | – | Sell |
-2,664
| Closed | -$247K | – | 117 |
|
|
2014
Q4 | $247K | Buy |
+2,664
| New | +$247K | 0.2% | 94 |
|
|
2014
Q1 | – | Sell |
-3,933
| Closed | -$316K | – | 113 |
|
|
2013
Q4 | $316K | Buy |
+3,933
| New | +$316K | 0.27% | 80 |
|