Lake Street Advisors Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $744K | Sell |
7,645
-9,474
| -55% | -$922K | 0.03% | 265 |
|
|
2024
Q3 | $1.97M | Buy |
17,119
+9,591
| +127% | +$1.1M | 0.09% | 129 |
|
|
2024
Q2 | $801K | Sell |
7,528
-756
| -9% | -$80.5K | 0.04% | 251 |
|
|
2024
Q1 | $832K | Buy |
8,284
+26
| +0.3% | +$2.61K | 0.04% | 252 |
|
|
2023
Q4 | $834K | Buy |
+8,258
| New | +$834K | 0.04% | 248 |
|
|
2021
Q3 | – | Sell |
-9,003
| Closed | -$836K | – | 367 |
|
|
2021
Q2 | $836K | Sell |
9,003
-293
| -3% | -$27.2K | 0.06% | 123 |
|
|
2021
Q1 | $795K | Buy |
9,296
+298
| +3% | +$25.5K | 0.06% | 115 |
|
|
2020
Q4 | $850K | Sell |
8,998
-3,266
| -27% | -$309K | 0.07% | 113 |
|
|
2020
Q3 | $1.07M | Sell |
12,264
-32
| -0.3% | -$2.78K | 0.1% | 89 |
|
|
2020
Q2 | $1.07M | Sell |
12,296
-337
| -3% | -$29.4K | 0.11% | 77 |
|
|
2020
Q1 | $1.04M | Buy |
12,633
+4,413
| +54% | +$364K | 0.13% | 67 |
|
|
2019
Q4 | $778K | Buy |
8,220
+441
| +6% | +$41.7K | 0.08% | 78 |
|
|
2019
Q3 | $676K | Buy |
7,779
+106
| +1% | +$9.21K | 0.07% | 78 |
|
|
2019
Q2 | $701K | Sell |
7,673
-1,047
| -12% | -$95.7K | 0.07% | 77 |
|
|
2019
Q1 | $751K | Sell |
8,720
-17
| -0.2% | -$1.46K | 0.08% | 71 |
|
|
2018
Q4 | $672K | Buy |
8,737
+567
| +7% | +$43.6K | 0.08% | 70 |
|
|
2018
Q3 | $631K | Sell |
8,170
-633
| -7% | -$48.9K | 0.07% | 73 |
|
|
2018
Q2 | $596K | Sell |
8,803
-910
| -9% | -$61.6K | 0.06% | 131 |
|
|
2018
Q1 | $704K | Sell |
9,713
-319
| -3% | -$23.1K | 0.08% | 95 |
|
|
2017
Q4 | $755K | Buy |
+10,032
| New | +$755K | 0.09% | 96 |
|