Ropes Wealth Advisors’s Novartis NVS Stock Holding History

Ropes Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$325K	Sell	3,187 -179	-5%	-$18.2K	0.06%	203
2023 Q2	$340K	Sell	3,366 -570	-14%	-$57.5K	0.06%	212
2023 Q1	$362K	Sell	3,936 -407	-9%	-$37.4K	0.07%	200
2022 Q4	$394K	Buy	4,343 +250	+6%	+$22.7K	0.07%	189
2022 Q3	$311K	Sell	4,093 -1,065	-21%	-$80.9K	0.07%	190
2022 Q2	$436K	Hold	5,158	–	–	0.09%	183
2022 Q1	$453K	Sell	5,158 -246	-5%	-$21.6K	0.08%	202
2021 Q4	$473K	Sell	5,404 -315	-6%	-$27.6K	0.08%	172
2021 Q3	$468K	Sell	5,719 -150	-3%	-$12.3K	0.08%	179
2021 Q2	$535K	Hold	5,869	–	–	0.08%	170
2021 Q1	$513K	Buy	5,869 +462	+9%	+$40.4K	0.09%	165
2020 Q4	$511K	Sell	5,407 -527	-9%	-$49.8K	0.08%	152
2020 Q3	$516K	Buy	5,934 +1	+0%	+$87	0.1%	143
2020 Q2	$518K	Buy	5,933 +78	+1%	+$6.81K	0.11%	132
2020 Q1	$483K	Buy	5,855 +667	+13%	+$55K	0.12%	117
2019 Q4	$491K	Sell	5,188 -772	-13%	-$73.1K	0.11%	142
2019 Q3	$518K	Buy	5,960 +992	+20%	+$86.2K	0.11%	134
2019 Q2	$454K	Sell	4,968 -686	-12%	-$62.7K	0.1%	149
2019 Q1	$487K	Hold	5,654	–	–	0.13%	142
2018 Q4	$435K	Sell	5,654 -319	-5%	-$24.5K	0.13%	142
2018 Q3	$461K	Sell	5,973 -502	-8%	-$38.7K	0.11%	153
2018 Q2	$438K	Buy	6,475 +430	+7%	+$29.1K	0.12%	146
2018 Q1	$438K	Sell	6,045 -23	-0.4%	-$1.67K	0.12%	144
2017 Q4	$456K	Sell	6,068 -841	-12%	-$63.2K	0.12%	147
2017 Q3	$531K	Buy	6,909 +446	+7%	+$34.3K	0.14%	130
2017 Q2	$483K	Buy	6,463 +516	+9%	+$38.6K	0.14%	135
2017 Q1	$396K	Hold	5,947	–	–	0.11%	151
2016 Q4	$388K	Buy	5,947 +936	+19%	+$61.1K	0.12%	145
2016 Q3	$355K	Buy	5,011 +168	+3%	+$11.9K	0.12%	146
2016 Q2	$358K	Sell	4,843 -6,307	-57%	-$466K	0.12%	137
2016 Q1	$724K	Buy	11,150 +1,004	+10%	+$65.2K	0.32%	64
2015 Q4	$782K	Hold	10,146	–	–	0.34%	60
2015 Q3	$836K	Buy	10,146 +3,673	+57%	+$303K	0.44%	46
2015 Q2	$570K	Sell	6,473 -768	-11%	-$67.6K	0.31%	63
2015 Q1	$640K	Buy	+7,241	New	+$640K	0.33%	61