Waddell & Reed Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-721,177
| Closed | -$65.9M | – | 496 |
|
|
2019
Q2 | $65.9M | Buy |
721,177
+28,243
| +4% | +$2.58M | 0.16% | 172 |
|
|
2019
Q1 | $59.7M | Buy |
692,934
+142,845
| +26% | +$12.3M | 0.15% | 183 |
|
|
2018
Q4 | $42.3M | Buy |
550,089
+1,440
| +0.3% | +$111K | 0.12% | 214 |
|
|
2018
Q3 | $42.4M | Buy |
+548,649
| New | +$42.4M | 0.09% | 245 |
|
|
2016
Q3 | – | Sell |
-305,003
| Closed | -$22.6M | – | 603 |
|
|
2016
Q2 | $22.6M | Buy |
305,003
+893
| +0.3% | +$66K | 0.05% | 286 |
|
|
2016
Q1 | $19.7M | Buy |
+304,110
| New | +$19.7M | 0.04% | 311 |
|