HERITAGE WEALTH MANAGEMENT, LLC – Novartis AG Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$669,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | Decrease | -6.81% | -643 shares | -129.06K | $76.01 | 8.79K |
| Q2 2022 | share | Increase | +13.27% | 1.10K shares | 67.06K | $84.53 | 9.44K |
| Q1 2022 | share | Increase | +89.99% | 3.94K shares | 372K | $87.75 | 8.33K |
| Q3 2021 | share | Increase | +33.75% | 1.10K shares | 60K | $81.78 | 4.38K |
| Q2 2021 | share | Increase | +56.86% | 1.18K shares | 120K | $91.24 | 3.28K |
| Q1 2021 | share | Increase | 0.00% | 2.09K shares | 179K | $85.48 | 2.09K |