KEUDELL/MORRISON WEALTH MANAGEMENT – Novartis AG Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$256,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +5.08% | 163 shares | -15K | $76.01 | 3.36K |
| Q2 2022 | share | Decrease | -22.15% | -912 shares | -90K | $84.53 | 3.20K |
| Q1 2022 | share | Increase | +8.63% | 327 shares | 29K | $87.75 | 4.11K |
| Q4 2021 | share | Decrease | -3.95% | -156 shares | 9K | $87.46 | 3.79K |
| Q3 2021 | share | Increase | +7.28% | 268 shares | -13K | $81.78 | 3.94K |
| Q2 2021 | share | Increase | +5.11% | 179 shares | 37K | $91.24 | 3.67K |
| Q1 2021 | share | Increase | +1.24% | 43 shares | -27K | $85.48 | 3.5K |
| Q4 2020 | share | Decrease | -1.62% | -57 shares | 20K | $90.76 | 3.45K |
| Q3 2020 | share | Decrease | -8.08% | -309 shares | -28K | $83.58 | 3.51K |
| Q2 2020 | share | Increase | +20.22% | 643 shares | 72K | $83.94 | 3.82K |
| Q1 2020 | share | Increase | +34.80% | 821 shares | 39K | $79.24 | 3.18K |
| Q4 2019 | share | 0.00% | 0 shares | 18K | $87.81 | 2.35K | |
| Q3 2019 | share | 0.00% | 0 shares | -4K | $80.59 | 2.35K | |
| Q2 2019 | share | Increase | +4.43% | 100 shares | -8K | $84.68 | 2.35K |
| Q1 2019 | share | Increase | 0.00% | 2.25K shares | 217K | $89.16 | 2.25K |