Tradition Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$5.61M Sell
65,092
-4,901
-7% -$422K 1.52% 18
2018
Q4
$5.38M Sell
69,993
-10,697
-13% -$822K 1.68% 15
2018
Q3
$6.23M Buy
80,690
+1,356
+2% +$105K 1.63% 14
2018
Q2
$5.37M Sell
79,334
-943
-1% -$63.8K 1.52% 16
2018
Q1
$5.82M Buy
80,277
+2,848
+4% +$206K 1.66% 13
2017
Q4
$5.83M Buy
77,429
+727
+0.9% +$54.7K 1.58% 15
2017
Q3
$5.9M Buy
76,702
+17,343
+29% +$1.33M 1.91% 13
2017
Q2
$4.44M Sell
59,359
-1,322
-2% -$98.9K 1.47% 21
2017
Q1
$4.04M Sell
60,681
-2,843
-4% -$189K 1.32% 24
2016
Q4
$4.15M Buy
63,524
+4,383
+7% +$286K 1.38% 22
2016
Q3
$4.18M Sell
59,141
-1,390
-2% -$98.3K 1.47% 21
2016
Q2
$4.48M Buy
60,531
+31,611
+109% +$2.34M 1.5% 17
2016
Q1
$1.88M Sell
28,920
-134
-0.5% -$8.7K 0.62% 53
2015
Q4
$2.24M Buy
29,054
+10,485
+56% +$808K 0.76% 48
2015
Q3
$1.53M Sell
18,569
-346
-2% -$28.5K 0.56% 62
2015
Q2
$1.67M Sell
18,915
-884
-4% -$77.9K 0.54% 64
2015
Q1
$1.75M Sell
19,799
-2,623
-12% -$232K 0.57% 64
2014
Q4
$1.86M Sell
22,422
-1,043
-4% -$86.6K 0.59% 61
2014
Q3
$1.98M Sell
23,465
-3,463
-13% -$292K 0.63% 59
2014
Q2
$2.18M Sell
26,928
-301
-1% -$24.4K 0.69% 55
2014
Q1
$2.07M Buy
27,229
+965
+4% +$73.5K 0.67% 58
2013
Q4
$1.89M Sell
26,264
-711
-3% -$51.2K 0.62% 64
2013
Q3
$1.85M Buy
26,975
+1,348
+5% +$92.6K 0.65% 60
2013
Q2
$1.62M Buy
+25,627
New +$1.62M 0.6% 62