BBR Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221K | Sell |
1,450
-893
| -38% | -$137K | 0.01% | 236 |
|
|
2025
Q4 | $323K | Hold |
2,343
| – | – | 0.02% | 205 |
|
|
2025
Q3 | $300K | Sell |
2,343
-222
| -9% | -$27.1K | 0.02% | 207 |
|
|
2025
Q2 | $310K | Hold |
2,565
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $286K | Hold |
2,565
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $250K | Hold |
2,565
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $295K | Hold |
2,565
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $273K | Sell |
2,565
-4,593
| -64% | -$461K | 0.02% | 174 |
|
|
2024
Q1 | $692K | Buy |
7,158
+2,959
| +70% | +$303K | 0.06% | 116 |
|
|
2023
Q4 | $424K | Buy |
4,199
+1,430
| +52% | +$138K | 0.04% | 115 |
|
|
2023
Q3 | $282K | Hold |
2,769
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $279K | Hold |
2,769
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $255K | Buy |
2,769
+204
| +8% | +$17.8K | 0.03% | 138 |
|
|
2022
Q4 | $233K | Buy |
+2,565
| New | +$216K | 0.03% | 154 |
|
|
2022
Q3 | – | Sell |
-2,565
| Closed | -$217K | – | 213 |
|
|
2022
Q2 | $217K | Hold |
2,565
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $225K | Sell |
2,565
-708
| -22% | -$61.3K | 0.02% | 212 |
|
|
2021
Q4 | $286K | Buy |
3,273
+708
| +28% | +$58.8K | 0.03% | 162 |
|
|
2021
Q3 | $210K | Hold |
2,565
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $234K | Sell |
2,565
-461
| -15% | -$41.1K | 0.02% | 174 |
|
|
2021
Q1 | $259K | Sell |
3,026
-2
| -0.1% | -$179 | 0.02% | 177 |
|
|
2020
Q4 | $286K | Hold |
3,028
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $263K | Sell |
3,028
-6,128
| -67% | -$531K | 0.02% | 153 |
|
|
2020
Q2 | $800K | Sell |
9,156
-5,985
| -40% | -$517K | 0.1% | 86 |
|
|
2020
Q1 | $1.25M | Sell |
15,141
-2,265
| -13% | -$202K | 0.19% | 61 |
|
|
2019
Q4 | $1.65M | Buy |
17,406
+12,309
| +241% | +$1.1M | 0.18% | 66 |
|
|
2019
Q3 | $443K | Buy |
5,097
+171
| +3% | +$15.4K | 0.07% | 77 |
|
|
2019
Q2 | $450K | Buy |
4,926
+71
| +1% | +$6.01K | 0.07% | 73 |
|
|
2019
Q1 | $418K | Sell |
4,855
-11
| -0.2% | -$883 | 0.06% | 97 |
|
|
2018
Q4 | $374K | Buy |
4,866
+11
| +0.2% | +$856 | 0.05% | 103 |
|
|
2018
Q3 | $375K | Hold |
4,855
| – | – | 0.05% | 78 |
|
|
2018
Q2 | $329K | Sell |
4,855
-250
| -5% | -$17.3K | 0.06% | 77 |
|
|
2018
Q1 | $370K | Buy |
+5,105
| New | +$389K | 0.07% | 65 |
|
Other funds holding NVS
