LFA
Legacy Financial Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,509
| Closed | -$1.51M | – | 389 |
|
|
2025
Q1 | $1.51M | Sell |
13,509
-212
| -2% | -$23.6K | 0.25% | 68 |
|
|
2024
Q4 | $1.34M | Buy |
13,721
+2,635
| +24% | +$256K | 0.22% | 76 |
|
|
2024
Q3 | $1.28M | Buy |
11,086
+330
| +3% | +$38K | 0.21% | 78 |
|
|
2024
Q2 | $1.15M | Sell |
10,756
-798
| -7% | -$85K | 0.2% | 78 |
|
|
2024
Q1 | $1.12M | Buy |
11,554
+810
| +8% | +$78.4K | 0.2% | 88 |
|
|
2023
Q4 | $1.08M | Buy |
10,744
+1,548
| +17% | +$156K | 0.21% | 79 |
|
|
2023
Q3 | $937K | Buy |
9,196
+1,364
| +17% | +$139K | 0.19% | 72 |
|
|
2023
Q2 | $790K | Buy |
7,832
+2,246
| +40% | +$227K | 0.15% | 83 |
|
|
2023
Q1 | $514K | Sell |
5,586
-2,802
| -33% | -$258K | 0.11% | 125 |
|
|
2022
Q4 | $761K | Buy |
8,388
+2,013
| +32% | +$183K | 0.16% | 72 |
|
|
2022
Q3 | $485K | Sell |
6,375
-1,380
| -18% | -$105K | 0.12% | 100 |
|
|
2022
Q2 | $655K | Buy |
7,755
+677
| +10% | +$57.2K | 0.16% | 68 |
|
|
2022
Q1 | $621K | Buy |
7,078
+657
| +10% | +$57.6K | 0.14% | 79 |
|
|
2021
Q4 | $562K | Buy |
6,421
+2,988
| +87% | +$262K | 0.13% | 83 |
|
|
2021
Q3 | $281K | Sell |
3,433
-760
| -18% | -$62.2K | 0.07% | 135 |
|
|
2021
Q2 | $383K | Buy |
4,193
+1,016
| +32% | +$92.8K | 0.1% | 95 |
|
|
2021
Q1 | $272K | Sell |
3,177
-584
| -16% | -$50K | 0.07% | 123 |
|
|
2020
Q4 | $355K | Buy |
3,761
+993
| +36% | +$93.7K | 0.1% | 83 |
|
|
2020
Q3 | $241K | Buy |
+2,768
| New | +$241K | 0.07% | 104 |
|
|
2019
Q2 | – | Sell |
-1,249
| Closed | -$120K | – | 653 |
|
|
2019
Q1 | $120K | Buy |
1,249
+391
| +46% | +$37.6K | 0.04% | 143 |
|
|
2018
Q4 | $74K | Sell |
858
-96
| -10% | -$8.28K | 0.03% | 180 |
|
|
2018
Q3 | $82K | Buy |
954
+136
| +17% | +$11.7K | 0.03% | 194 |
|
|
2018
Q2 | $64K | Buy |
818
+1
| +0.1% | +$78 | 0.02% | 217 |
|
|
2018
Q1 | $66K | Hold |
817
| – | – | 0.03% | 210 |
|
|
2017
Q4 | $68K | Buy |
+817
| New | +$68K | 0.03% | 207 |
|