Laurel Wealth Advisors (California)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.63M | Sell |
17,911
-214
| -1% | -$19.4K | 0.16% | 143 |
|
|
2022
Q3 | $1.38M | Sell |
18,125
-172
| -0.9% | -$13.1K | 0.15% | 155 |
|
|
2022
Q2 | $1.55M | Sell |
18,297
-2,472
| -12% | -$209K | 0.16% | 142 |
|
|
2022
Q1 | $1.82M | Buy |
20,769
+2,023
| +11% | +$177K | 0.15% | 148 |
|
|
2021
Q4 | $1.64M | Buy |
18,746
+623
| +3% | +$54.5K | 0.13% | 164 |
|
|
2021
Q3 | $1.48M | Buy |
18,123
+284
| +2% | +$23.2K | 0.27% | 78 |
|
|
2021
Q2 | $1.63M | Sell |
17,839
-233
| -1% | -$21.3K | 0.21% | 113 |
|
|
2021
Q1 | $1.55M | Sell |
18,072
-718
| -4% | -$61.4K | 0.23% | 97 |
|
|
2020
Q4 | $1.77M | Sell |
18,790
-18
| -0.1% | -$1.7K | 0.26% | 90 |
|
|
2020
Q3 | $1.64M | Sell |
18,808
-867
| -4% | -$75.4K | 0.27% | 88 |
|
|
2020
Q2 | $1.72M | Buy |
19,675
+948
| +5% | +$82.8K | 0.31% | 80 |
|
|
2020
Q1 | $1.54M | Buy |
18,727
+95
| +0.5% | +$7.83K | 0.35% | 70 |
|
|
2019
Q4 | $1.76M | Sell |
18,632
-5
| -0% | -$473 | 0.3% | 82 |
|
|
2019
Q3 | $1.62M | Sell |
18,637
-234
| -1% | -$20.3K | 0.28% | 90 |
|
|
2019
Q2 | $1.72M | Sell |
18,871
-2,189
| -10% | -$200K | 0.38% | 63 |
|
|
2019
Q1 | $1.81M | Sell |
21,060
-455
| -2% | -$39.2K | 0.45% | 54 |
|
|
2018
Q4 | $1.65M | Sell |
21,515
-340
| -2% | -$26.1K | 0.49% | 51 |
|
|
2018
Q3 | $1.69M | Sell |
21,855
-24,617
| -53% | -$1.9M | 0.41% | 57 |
|
|
2018
Q2 | $3.14M | Buy |
46,472
+23,447
| +102% | +$1.59M | 0.84% | 25 |
|
|
2018
Q1 | $1.67M | Sell |
23,025
-344
| -1% | -$24.9K | 0.52% | 49 |
|
|
2017
Q4 | $1.76M | Buy |
23,369
+2,303
| +11% | +$173K | 0.51% | 51 |
|
|
2017
Q3 | $1.62M | Buy |
21,066
+361
| +2% | +$27.8K | 0.54% | 48 |
|
|
2017
Q2 | $1.55M | Hold |
20,705
| – | – | 0.55% | 50 |
|
|
2017
Q1 | $1.38M | Buy |
20,705
+1,509
| +8% | +$100K | 0.53% | 54 |
|
|
2016
Q4 | $1.25M | Buy |
19,196
+4,440
| +30% | +$290K | 0.55% | 52 |
|
|
2016
Q3 | $1.04M | Sell |
14,756
-18
| -0.1% | -$1.27K | 0.49% | 61 |
|
|
2016
Q2 | $1.09M | Sell |
14,774
-168
| -1% | -$12.4K | 0.52% | 59 |
|
|
2016
Q1 | $970K | Sell |
14,942
-1,517
| -9% | -$98.5K | 0.49% | 54 |
|
|
2015
Q4 | $1.27M | Buy |
+16,459
| New | +$1.27M | 0.66% | 41 |
|