Peachtree Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $944K | Buy |
12,282
+1,005
| +9% | +$77.2K | 0.73% | 30 |
|
|
2018
Q3 | $871K | Buy |
11,277
+56
| +0.5% | +$4.33K | 0.59% | 33 |
|
|
2018
Q2 | $760K | Buy |
11,221
+1,361
| +14% | +$92.2K | 0.55% | 35 |
|
|
2018
Q1 | $714K | Buy |
9,860
+1,032
| +12% | +$74.7K | 0.54% | 37 |
|
|
2017
Q4 | $664K | Sell |
8,828
-4,770
| -35% | -$359K | 0.51% | 41 |
|
|
2017
Q3 | $1.05M | Buy |
13,598
+111
| +0.8% | +$8.54K | 0.9% | 30 |
|
|
2017
Q2 | $1.01M | Sell |
13,487
-45
| -0.3% | -$3.37K | 0.86% | 34 |
|
|
2017
Q1 | $901K | Buy |
13,532
+1,061
| +9% | +$70.6K | 0.83% | 38 |
|
|
2016
Q4 | $814K | Sell |
12,471
-1,423
| -10% | -$92.9K | 0.8% | 40 |
|
|
2016
Q3 | $983K | Buy |
13,894
+28
| +0.2% | +$1.98K | 0.96% | 35 |
|
|
2016
Q2 | $1.03M | Sell |
13,866
-162
| -1% | -$12K | 1.04% | 34 |
|
|
2016
Q1 | $911K | Buy |
14,028
+915
| +7% | +$59.4K | 0.91% | 37 |
|
|
2015
Q4 | $1.01M | Buy |
13,113
+3,236
| +33% | +$249K | 1.06% | 34 |
|
|
2015
Q3 | $813K | Sell |
9,877
-746
| -7% | -$61.4K | 0.84% | 40 |
|
|
2015
Q2 | $936K | Buy |
10,623
+1,261
| +13% | +$111K | 0.7% | 46 |
|
|
2015
Q1 | $827K | Buy |
9,362
+4,503
| +93% | +$398K | 0.59% | 48 |
|
|
2014
Q4 | $403K | Sell |
4,859
-3,488
| -42% | -$289K | 0.27% | 96 |
|
|
2014
Q3 | $704K | Sell |
8,347
-4,854
| -37% | -$409K | 0.47% | 63 |
|
|
2014
Q2 | $1.07M | Sell |
13,201
-1,172
| -8% | -$95.1K | 0.71% | 36 |
|
|
2014
Q1 | $1.1M | Buy |
14,373
+154
| +1% | +$11.7K | 0.75% | 31 |
|
|
2013
Q4 | $1.02M | Buy |
+14,219
| New | +$1.02M | 0.7% | 36 |
|