BDO WEALTH ADVISORS, LLC – Novartis AG Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$469,000
portfolio value
BDO WEALTH ADVISORS, 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 | 0.00% | 0 shares | 0 | $76.01 | 5.54K | |
| Q2 2022 | share | Decrease | -2.62% | -149 shares | -30K | $84.53 | 5.54K |
| Q1 2022 | share | Decrease | -4.61% | -275 shares | -23K | $87.75 | 5.69K |
| Q4 2021 | share | Decrease | -9.15% | -601 shares | -15K | $87.46 | 5.96K |
| Q3 2021 | share | Decrease | -9.09% | -657 shares | -122K | $81.78 | 6.56K |
| Q2 2021 | share | Increase | +73.51% | 3.06K shares | 303K | $91.24 | 7.22K |
| Q1 2021 | share | Decrease | -17.43% | -879 shares | -120K | $85.48 | 4.16K |
| Q4 2020 | share | Increase | +0.76% | 38 shares | 41K | $90.76 | 5.04K |
| Q3 2020 | share | Decrease | -0.06% | -3 shares | -2K | $83.58 | 5.00K |
| Q2 2020 | share | Increase | +2.83% | 138 shares | 35K | $83.94 | 5.00K |
| Q1 2020 | share | Increase | +27.45% | 1.04K shares | 40K | $79.24 | 4.87K |
| Q4 2019 | share | Increase | +5.73% | 207 shares | 48K | $87.81 | 3.82K |
| Q3 2019 | share | Decrease | -5.12% | -195 shares | -34K | $80.59 | 3.61K |
| Q2 2019 | share | Increase | +28.38% | 842 shares | 63K | $84.68 | 3.80K |
| Q1 2019 | share | Increase | +30.94% | 701 shares | 91K | $89.16 | 2.96K |
| Q4 2018 | share | Increase | +53.21% | 787 shares | 67K | $77.1 | 2.26K |
| Q3 2018 | share | Increase | +7.25% | 100 shares | 23K | $77.42 | 1.47K |
| Q2 2018 | share | Increase | +9.01% | 114 shares | 2K | $67.88 | 1.37K |
| Q1 2018 | share | Increase | +45.40% | 395 shares | 29K | $72.65 | 1.26K |
| Q4 2017 | share | Increase | +12.99% | 100 shares | 7K | $72.78 | 870 |
| Q3 2017 | share | Increase | +71.11% | 320 shares | 28K | $74.42 | 770 |
| Q2 2017 | share | Increase | 0.00% | 450 shares | 38K | $72.36 | 450 |