Beacon Capital Management LLC (Tennessee)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Sell |
245
-90
| -27% | -$10.9K | ﹤0.01% | 424 |
|
|
2025
Q1 | $37.3K | Hold |
335
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $32.6K | Hold |
335
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $38.5K | Buy |
335
+31
| +10% | +$3.57K | 0.01% | 365 |
|
|
2024
Q2 | $32.4K | Sell |
304
-50
| -14% | -$5.32K | 0.01% | 363 |
|
|
2024
Q1 | $34.2K | Buy |
354
+212
| +149% | +$20.5K | 0.01% | 360 |
|
|
2023
Q4 | $14.5K | Hold |
142
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $14.3K | Hold |
142
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $14.3K | Hold |
142
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $13.1K | Hold |
142
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $12.9K | Hold |
142
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $12K | Sell |
142
-60
| -30% | -$5.07K | ﹤0.01% | 447 |
|
|
2022
Q2 | $17K | Hold |
202
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $17K | Buy |
+202
| New | +$17K | ﹤0.01% | 431 |
|