Ropes Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $535K | Hold |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $483K | Buy |
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|
2019
Q4 | $491K | Sell |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $435K | Sell |
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|
2018
Q3 | $461K | Sell |
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|
2018
Q2 | $438K | Buy |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $456K | Sell |
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|
2017
Q3 | $531K | Buy |
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|
2017
Q2 | $483K | Buy |
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|
2017
Q1 | $396K | Hold |
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|
2016
Q4 | $388K | Buy |
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|
2016
Q3 | $355K | Buy |
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|
2016
Q2 | $358K | Sell |
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|
2016
Q1 | $724K | Buy |
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|
2015
Q4 | $782K | Hold |
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|
2015
Q3 | $836K | Buy |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $640K | Buy |
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