HERITAGE WEALTH ADVISORS – Novartis AG Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$142,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | 0.00% | 0 shares | -16K | $76.01 | 1.86K | |
| Q2 2022 | share | Increase | +43.46% | 565 shares | 44K | $84.53 | 1.86K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $87.75 | 1.3K | |
| Q4 2021 | share | Decrease | -10.34% | -150 shares | -4.87K | $87.46 | 1.3K |
| Q3 2021 | share | 0.00% | 0 shares | -13.71K | $81.78 | 1.45K | |
| Q2 2021 | share | 0.00% | 0 shares | 8.35K | $91.24 | 1.45K | |
| Q1 2021 | share | Decrease | -8.86% | -141 shares | -26.05K | $85.48 | 1.45K |
| Q4 2020 | share | 0.00% | 0 shares | 11.64K | $90.76 | 1.59K | |
| Q3 2020 | share | 0.00% | 0 shares | -605 | $83.58 | 1.59K | |
| Q2 2020 | share | 0.00% | 0 shares | 7.78K | $83.94 | 1.59K | |
| Q1 2020 | share | 0.00% | 0 shares | -19.47K | $79.24 | 1.59K | |
| Q4 2019 | share | Increase | +9.72% | 141 shares | 24.65K | $87.81 | 1.59K |
| Q3 2019 | share | Increase | +18.56% | 227 shares | 14.32K | $80.59 | 1.45K |
| Q2 2019 | share | Increase | +59.45% | 456 shares | 37.93K | $84.68 | 1.22K |
| Q1 2019 | share | 0.00% | 0 shares | 8.73K | $89.16 | 767 | |
| Q4 2018 | share | Decrease | -6.12% | -50 shares | -5K | $77.1 | 767 |
| Q3 2018 | share | Increase | 0.00% | 817 shares | 70K | $77.42 | 817 |