BCWM
Bartlett & Co Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
85,823
+636
| +0.7% | +$77K | 0.15% | 103 |
|
|
2025
Q1 | $9.84M | Sell |
85,187
-31,302
| -27% | -$3.61M | 0.14% | 100 |
|
|
2024
Q4 | $11.3M | Sell |
116,489
-680
| -0.6% | -$66.2K | 0.16% | 94 |
|
|
2024
Q3 | $13.5M | Sell |
117,169
-4,507
| -4% | -$518K | 0.19% | 85 |
|
|
2024
Q2 | $13M | Sell |
121,676
-17,402
| -13% | -$1.85M | 0.2% | 87 |
|
|
2024
Q1 | $13.9M | Sell |
139,078
-11,968
| -8% | -$1.2M | 0.21% | 86 |
|
|
2023
Q4 | $15.1M | Sell |
151,046
-2,000
| -1% | -$200K | 0.25% | 76 |
|
|
2023
Q3 | $15.6M | Sell |
153,046
-2,722
| -2% | -$277K | 0.28% | 73 |
|
|
2023
Q2 | $15.7M | Sell |
155,768
-11,825
| -7% | -$1.19M | 0.27% | 75 |
|
|
2023
Q1 | $15.4M | Sell |
167,593
-10,278
| -6% | -$945K | 0.3% | 73 |
|
|
2022
Q4 | $16.1M | Sell |
177,871
-3,394
| -2% | -$308K | 0.32% | 73 |
|
|
2022
Q3 | $13.8M | Sell |
181,265
-2,848
| -2% | -$216K | 0.3% | 75 |
|
|
2022
Q2 | $15.6M | Sell |
184,113
-31,329
| -15% | -$2.65M | 0.32% | 73 |
|
|
2022
Q1 | $18.9M | Sell |
215,442
-543
| -0.3% | -$47.6K | 0.33% | 73 |
|
|
2021
Q4 | $18.9M | Sell |
215,985
-4,938
| -2% | -$432K | 0.32% | 71 |
|
|
2021
Q3 | $18.1M | Sell |
220,923
-1,110
| -0.5% | -$90.8K | 0.34% | 70 |
|
|
2021
Q2 | $20.3M | Sell |
222,033
-7,837
| -3% | -$715K | 0.39% | 69 |
|
|
2021
Q1 | $19.7M | Sell |
229,870
-6,832
| -3% | -$584K | 0.4% | 68 |
|
|
2020
Q4 | $22.4M | Sell |
236,702
-4,084
| -2% | -$386K | 0.48% | 62 |
|
|
2020
Q3 | $20.9M | Buy |
240,786
+6,215
| +3% | +$540K | 0.49% | 61 |
|
|
2020
Q2 | $20.5M | Sell |
234,571
-3,092
| -1% | -$270K | 0.53% | 56 |
|
|
2020
Q1 | $19.6M | Sell |
237,663
-6,308
| -3% | -$520K | 0.6% | 50 |
|
|
2019
Q4 | $23.1M | Sell |
243,971
-3,489
| -1% | -$330K | 0.56% | 53 |
|
|
2019
Q3 | $21.5M | Sell |
247,460
-9,885
| -4% | -$859K | 0.56% | 54 |
|
|
2019
Q2 | $23.5M | Sell |
257,345
-190,834
| -43% | -$17.4M | 0.88% | 43 |
|
|
2019
Q1 | $43.1M | Sell |
448,179
-3,141
| -0.7% | -$302K | 1.65% | 18 |
|
|
2018
Q4 | $38.7M | Sell |
451,320
-3,546
| -0.8% | -$304K | 1.65% | 17 |
|
|
2018
Q3 | $39.2M | Sell |
454,866
-1,309
| -0.3% | -$113K | 1.47% | 19 |
|
|
2018
Q2 | $34.5M | Sell |
456,175
-11,181
| -2% | -$845K | 1.4% | 23 |
|
|
2018
Q1 | $37.8M | Buy |
+467,356
| New | +$37.8M | 1.56% | 17 |
|