Raymond James Financial Services Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38M | Sell |
330,063
-24,386
| -7% | -$2.8M | 0.05% | 346 |
|
|
2024
Q2 | $37.7M | Buy |
354,449
+16,492
| +5% | +$1.76M | 0.05% | 327 |
|
|
2024
Q1 | $32.7M | Sell |
337,957
-9,257
| -3% | -$895K | 0.05% | 354 |
|
|
2023
Q4 | $35.1M | Sell |
347,214
-213
| -0.1% | -$21.5K | 0.06% | 315 |
|
|
2023
Q3 | $35.4M | Buy |
347,427
+6,500
| +2% | +$662K | 0.06% | 283 |
|
|
2023
Q2 | $34.4M | Buy |
340,927
+9,060
| +3% | +$914K | 0.06% | 300 |
|
|
2023
Q1 | $30.5M | Sell |
331,867
-24,246
| -7% | -$2.23M | 0.06% | 306 |
|
|
2022
Q4 | $32.3M | Sell |
356,113
-32,526
| -8% | -$2.95M | 0.06% | 279 |
|
|
2022
Q3 | $29.5M | Buy |
388,639
+7,394
| +2% | +$562K | 0.07% | 288 |
|
|
2022
Q2 | $32.2M | Buy |
381,245
+10,615
| +3% | +$897K | 0.07% | 275 |
|
|
2022
Q1 | $32.5M | Buy |
370,630
+70,325
| +23% | +$6.17M | 0.06% | 297 |
|
|
2021
Q4 | $26.3M | Buy |
300,305
+6,832
| +2% | +$598K | 0.05% | 373 |
|
|
2021
Q3 | $24M | Buy |
293,473
+19,635
| +7% | +$1.61M | 0.05% | 373 |
|
|
2021
Q2 | $25M | Buy |
273,838
+16,385
| +6% | +$1.49M | 0.05% | 364 |
|
|
2021
Q1 | $22M | Buy |
257,453
+15,479
| +6% | +$1.32M | 0.05% | 368 |
|
|
2020
Q4 | $22.8M | Sell |
241,974
-1,785
| -0.7% | -$169K | 0.06% | 321 |
|
|
2020
Q3 | $21.2M | Buy |
243,759
+10,386
| +4% | +$903K | 0.06% | 308 |
|
|
2020
Q2 | $20.4M | Sell |
233,373
-1,950
| -0.8% | -$170K | 0.06% | 293 |
|
|
2020
Q1 | $19.4M | Buy |
235,323
+29,849
| +15% | +$2.46M | 0.08% | 226 |
|
|
2019
Q4 | $19.5M | Buy |
205,474
+23,079
| +13% | +$2.19M | 0.06% | 319 |
|
|
2019
Q3 | $15.9M | Sell |
182,395
-8,035
| -4% | -$698K | 0.06% | 351 |
|
|
2019
Q2 | $17.4M | Sell |
190,430
-681
| -0.4% | -$62.2K | 0.07% | 309 |
|
|
2019
Q1 | $16.5M | Buy |
191,111
+37,097
| +24% | +$3.2M | 0.07% | 316 |
|
|
2018
Q4 | $11.8M | Buy |
154,014
+9,202
| +6% | +$708K | 0.06% | 309 |
|
|
2018
Q3 | $11.2M | Buy |
144,812
+1,235
| +0.9% | +$95.4K | 0.05% | 383 |
|
|
2018
Q2 | $9.72M | Buy |
143,577
+525
| +0.4% | +$35.5K | 0.05% | 387 |
|
|
2018
Q1 | $10.4M | Buy |
143,052
+14,260
| +11% | +$1.03M | 0.06% | 341 |
|
|
2017
Q4 | $9.69M | Sell |
128,792
-1,720
| -1% | -$129K | 0.06% | 357 |
|
|
2017
Q3 | $10M | Buy |
130,512
+28
| +0% | +$2.15K | 0.06% | 342 |
|
|
2017
Q2 | $9.76M | Buy |
130,484
+27,449
| +27% | +$2.05M | 0.07% | 339 |
|
|
2017
Q1 | $6.86M | Buy |
103,035
+29,109
| +39% | +$1.94M | 0.05% | 388 |
|
|
2016
Q4 | $4.83M | Buy |
73,926
+892
| +1% | +$58.2K | 0.04% | 464 |
|
|
2016
Q3 | $5.17M | Sell |
73,034
-1,033
| -1% | -$73.1K | 0.05% | 424 |
|
|
2016
Q2 | $5.48M | Buy |
74,067
+6,420
| +9% | +$475K | 0.05% | 386 |
|
|
2016
Q1 | $4.39M | Buy |
67,647
+6,726
| +11% | +$437K | 0.05% | 378 |
|
|
2015
Q4 | $4.7M | Buy |
60,921
+2,027
| +3% | +$156K | 0.06% | 383 |
|
|
2015
Q3 | $4.85M | Buy |
+58,894
| New | +$4.85M | 0.08% | 290 |
|
|
2013
Q3 | – | Sell |
-27,882
| Closed | -$1.77M | – | 798 |
|
|
2013
Q2 | $1.77M | Buy |
+27,882
| New | +$1.77M | 0.05% | 426 |
|