Sargent Bickham Lagudis’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230K | Sell |
2,537
-1,389
| -35% | -$126K | 0.02% | 255 |
|
|
2022
Q3 | $298K | Sell |
3,926
-481
| -11% | -$36.5K | 0.03% | 214 |
|
|
2022
Q2 | $373K | Sell |
4,407
-130
| -3% | -$11K | 0.03% | 203 |
|
|
2022
Q1 | $398K | Buy |
4,537
+90
| +2% | +$7.9K | 0.03% | 198 |
|
|
2021
Q4 | $389K | Sell |
4,447
-123
| -3% | -$10.8K | 0.03% | 190 |
|
|
2021
Q3 | $374K | Buy |
4,570
+1,525
| +50% | +$125K | 0.03% | 189 |
|
|
2021
Q2 | $278K | Buy |
3,045
+1,194
| +65% | +$109K | 0.02% | 222 |
|
|
2021
Q1 | $158K | Buy |
1,851
+1,607
| +659% | +$137K | 0.01% | 276 |
|
|
2020
Q4 | $23K | Hold |
244
| – | – | ﹤0.01% | 540 |
|
|
2020
Q3 | $21K | Hold |
244
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $21K | Hold |
244
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $20K | Sell |
244
-65
| -21% | -$5.33K | ﹤0.01% | 471 |
|
|
2019
Q4 | $29K | Buy |
309
+62
| +25% | +$5.82K | ﹤0.01% | 468 |
|
|
2019
Q3 | $21K | Hold |
247
| – | – | ﹤0.01% | 471 |
|
|
2019
Q2 | $23K | Sell |
247
-29
| -11% | -$2.7K | ﹤0.01% | 470 |
|
|
2019
Q1 | $24K | Sell |
276
-334
| -55% | -$29K | ﹤0.01% | 488 |
|
|
2018
Q4 | $47K | Sell |
610
-436
| -42% | -$33.6K | 0.01% | 373 |
|
|
2018
Q3 | $81K | Sell |
1,046
-73
| -7% | -$5.65K | 0.01% | 302 |
|
|
2018
Q2 | $76K | Sell |
1,119
-1,021
| -48% | -$69.3K | 0.01% | 306 |
|
|
2018
Q1 | $155K | Sell |
2,140
-868
| -29% | -$62.9K | 0.02% | 236 |
|
|
2017
Q4 | $226K | Sell |
3,008
-663
| -18% | -$49.8K | 0.03% | 202 |
|
|
2017
Q3 | $282K | Buy |
3,671
+378
| +11% | +$29K | 0.04% | 178 |
|
|
2017
Q2 | $246K | Sell |
3,293
-3
| -0.1% | -$224 | 0.03% | 191 |
|
|
2017
Q1 | $219K | Sell |
3,296
-511
| -13% | -$34K | 0.03% | 199 |
|
|
2016
Q4 | $248K | Sell |
3,807
-358
| -9% | -$23.3K | 0.04% | 179 |
|
|
2016
Q3 | $295 | Buy |
4,165
+494
| +13% | +$35 | 0.04% | 169 |
|
|
2016
Q2 | $271K | Buy |
3,671
+845
| +30% | +$62.4K | 0.04% | 173 |
|
|
2016
Q1 | $183K | Buy |
+2,826
| New | +$183K | 0.03% | 214 |
|