V Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,662
| Closed | -$269K | – | 279 |
|
|
2023
Q2 | $269K | Buy |
2,662
+1
| +0% | +$101 | 0.04% | 303 |
|
|
2023
Q1 | $245K | Sell |
2,661
-1,282
| -33% | -$118K | 0.05% | 327 |
|
|
2022
Q4 | $358K | Buy |
3,943
+415
| +12% | +$37.7K | 0.07% | 250 |
|
|
2022
Q3 | $268K | Sell |
3,528
-22
| -0.6% | -$1.67K | 0.05% | 303 |
|
|
2022
Q2 | $300K | Sell |
3,550
-2,121
| -37% | -$179K | 0.06% | 309 |
|
|
2022
Q1 | $498K | Buy |
5,671
+362
| +7% | +$31.8K | 0.08% | 245 |
|
|
2021
Q4 | $465K | Sell |
5,309
-1,253
| -19% | -$110K | 0.07% | 270 |
|
|
2021
Q3 | $537K | Buy |
6,562
+754
| +13% | +$61.7K | 0.08% | 256 |
|
|
2021
Q2 | $528K | Buy |
5,808
+2,808
| +94% | +$255K | 0.08% | 264 |
|
|
2021
Q1 | $257K | Sell |
3,000
-15
| -0.5% | -$1.29K | 0.05% | 362 |
|
|
2020
Q4 | $284K | Buy |
+3,015
| New | +$284K | 0.06% | 309 |
|
|
2020
Q3 | – | Sell |
-4,862
| Closed | -$425K | – | 280 |
|
|
2020
Q2 | $425K | Buy |
4,862
+1,199
| +33% | +$105K | 0.11% | 206 |
|
|
2020
Q1 | $302K | Buy |
3,663
+1,150
| +46% | +$94.8K | 0.09% | 221 |
|
|
2019
Q4 | $218K | Hold |
2,513
| – | – | 0.08% | 252 |
|
|
2019
Q3 | $218K | Buy |
2,513
+75
| +3% | +$6.51K | 0.08% | 254 |
|
|
2019
Q2 | $225K | Buy |
+2,438
| New | +$225K | 0.09% | 239 |
|
|
2017
Q3 | – | Sell |
-779
| Closed | -$57K | – | 541 |
|
|
2017
Q2 | $57K | Buy |
+779
| New | +$57K | 0.03% | 296 |
|