Lake Street Advisors Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $744K | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $834K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $836K | Sell |
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|
2021
Q1 | $795K | Buy |
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|
2020
Q4 | $850K | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $778K | Buy |
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|
2019
Q3 | $676K | Buy |
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|
2019
Q2 | $701K | Sell |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $672K | Buy |
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|
2018
Q3 | $631K | Sell |
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|
2018
Q2 | $596K | Sell |
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|
2018
Q1 | $704K | Sell |
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|
2017
Q4 | $755K | Buy |
|