CONCORD WEALTH PARTNERS – Novartis AG Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$297,000
portfolio value
CONCORD WEALTH PARTNERS 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 | +2.36% | 90 shares | -26K | $76.01 | 3.91K |
| Q2 2022 | share | Decrease | -30.63% | -1.68K shares | -160K | $84.53 | 3.82K |
| Q1 2022 | share | Increase | +1.76% | 95 shares | 10K | $87.75 | 5.50K |
| Q4 2021 | share | Increase | +262.73% | 3.92K shares | 351K | $87.46 | 5.41K |
| Q3 2021 | share | Decrease | -56.16% | -1.91K shares | -188K | $81.78 | 1.49K |
| Q2 2021 | share | Increase | +25.62% | 694 shares | 78K | $91.24 | 3.40K |
| Q1 2021 | share | Increase | +52.28% | 930 shares | 64K | $85.48 | 2.70K |
| Q4 2020 | share | Increase | 0.00% | 1.77K shares | 168K | $90.76 | 1.77K |