SAG
SageView Advisory Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,662
| Closed | -$283K | – | 550 |
|
|
2024
Q2 | $283K | Sell |
2,662
-4,334
| -62% | -$461K | 0.01% | 452 |
|
|
2024
Q1 | $1.67M | Buy |
6,996
+3,929
| +128% | +$939K | 0.08% | 134 |
|
|
2023
Q4 | $331K | Buy |
3,067
+718
| +31% | +$77.4K | 0.01% | 478 |
|
|
2023
Q3 | $239K | Buy |
2,349
+11
| +0.5% | +$1.12K | 0.01% | 475 |
|
|
2023
Q2 | $236K | Sell |
2,338
-277
| -11% | -$28K | 0.01% | 498 |
|
|
2023
Q1 | $241K | Sell |
2,615
-476
| -15% | -$43.8K | 0.02% | 425 |
|
|
2022
Q4 | $280K | Buy |
+3,091
| New | +$280K | 0.02% | 335 |
|