AVIDIAN WEALTH SOLUTIONS, LLC – Novartis AG Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$598,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-10.08%
quarter
Novartis AG 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.46% | 113 shares | -58K | $76.01 | 7.87K |
| Q2 2022 | share | Increase | +0.74% | 57 shares | -20K | $84.53 | 7.75K |
| Q1 2022 | share | Decrease | -19.18% | -1.82K shares | -158K | $87.75 | 7.70K |
| Q4 2021 | share | Increase | +87.82% | 4.45K shares | 419K | $87.46 | 9.53K |
| Q3 2021 | share | Increase | +0.93% | 47 shares | -44K | $81.78 | 5.07K |
| Q2 2021 | share | Decrease | -2.50% | -129 shares | 18K | $91.24 | 5.02K |
| Q1 2021 | share | Increase | 0.00% | 5.15K shares | 441K | $85.48 | 5.15K |
| Q4 2020 | share | Increase | +2.16% | 120 shares | 53K | $90.76 | 5.66K |
| Q3 2020 | share | Increase | +18.23% | 855 shares | 72K | $83.58 | 5.54K |
| Q2 2020 | share | Increase | +9.55% | 409 shares | 57K | $83.94 | 4.69K |
| Q1 2020 | share | Decrease | -10.74% | -515 shares | -101K | $79.24 | 4.28K |
| Q4 2019 | share | Increase | +11.84% | 508 shares | 81K | $87.81 | 4.79K |
| Q3 2019 | share | Increase | +4.87% | 199 shares | 0 | $80.59 | 4.28K |
| Q2 2019 | share | Increase | +51.93% | 1.39K shares | 114K | $84.68 | 4.09K |
| Q1 2019 | share | Increase | 0.00% | 2.69K shares | 259K | $89.16 | 2.69K |