BFG
Beacon Financial Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
20,564
-84
| -0.4% | -$10.2K | 0.26% | 101 |
|
|
2025
Q1 | $2.3M | Sell |
20,648
-982
| -5% | -$109K | 0.25% | 98 |
|
|
2024
Q4 | $2.1M | Sell |
21,630
-219
| -1% | -$21.3K | 0.23% | 101 |
|
|
2024
Q3 | $2.51M | Sell |
21,849
-771
| -3% | -$88.7K | 0.27% | 91 |
|
|
2024
Q2 | $2.41M | Sell |
22,620
-167
| -0.7% | -$17.8K | 0.27% | 93 |
|
|
2024
Q1 | $2.2M | Sell |
22,787
-1,204
| -5% | -$116K | 0.25% | 101 |
|
|
2023
Q4 | $2.42M | Buy |
23,991
+763
| +3% | +$77K | 0.3% | 88 |
|
|
2023
Q3 | $2.33M | Sell |
23,228
-4,865
| -17% | -$489K | 0.33% | 83 |
|
|
2023
Q2 | $2.79M | Sell |
28,093
-1,241
| -4% | -$123K | 0.38% | 75 |
|
|
2023
Q1 | $2.81M | Sell |
29,334
-3,942
| -12% | -$377K | 0.39% | 73 |
|
|
2022
Q4 | $3.03M | Buy |
33,276
+355
| +1% | +$32.4K | 0.41% | 71 |
|
|
2022
Q3 | $2.53M | Buy |
32,921
+1,391
| +4% | +$107K | 0.39% | 72 |
|
|
2022
Q2 | $2.65M | Sell |
31,530
-249
| -0.8% | -$21K | 0.39% | 76 |
|
|
2022
Q1 | $2.81M | Buy |
31,779
+1,466
| +5% | +$130K | 0.37% | 74 |
|
|
2021
Q4 | $2.66M | Buy |
30,313
+262
| +0.9% | +$23K | 0.35% | 80 |
|
|
2021
Q3 | $2.49M | Buy |
30,051
+781
| +3% | +$64.7K | 0.33% | 82 |
|
|
2021
Q2 | $2.64M | Buy |
29,270
+2,228
| +8% | +$201K | 0.37% | 77 |
|
|
2021
Q1 | $2.56M | Hold |
27,042
| – | – | 0.4% | 75 |
|
|
2020
Q4 | $2.56M | Sell |
27,042
-295
| -1% | -$27.9K | 0.4% | 76 |
|
|
2020
Q3 | $2.38M | Sell |
27,337
-1,526
| -5% | -$133K | 0.43% | 68 |
|
|
2020
Q2 | $2.52M | Sell |
28,863
-43
| -0.1% | -$3.76K | 0.49% | 65 |
|
|
2020
Q1 | $2.37M | Buy |
28,906
+281
| +1% | +$23K | 0.52% | 56 |
|
|
2019
Q4 | $2.71M | Buy |
28,625
+2,269
| +9% | +$215K | 0.34% | 69 |
|
|
2019
Q3 | $2.3M | Sell |
26,356
-671
| -2% | -$58.7K | 0.39% | 72 |
|
|
2019
Q2 | $2.47M | Sell |
27,027
-12
| -0% | -$1.1K | 0.42% | 71 |
|
|
2019
Q1 | $2.6K | Sell |
27,039
-102
| -0.4% | -$10 | 0.43% | 66 |
|
|
2018
Q4 | $2.31M | Sell |
27,141
-1,542
| -5% | -$131K | 0.43% | 69 |
|
|
2018
Q3 | $2.47M | Sell |
28,683
-987
| -3% | -$85K | 0.42% | 73 |
|
|
2018
Q2 | $2.24M | Sell |
29,670
-1,283
| -4% | -$96.9K | 0.38% | 73 |
|
|
2018
Q1 | $2.5M | Sell |
30,953
-155
| -0.5% | -$12.5K | 0.43% | 67 |
|
|
2017
Q4 | $2.61M | Buy |
31,108
+229
| +0.7% | +$19.2K | 0.45% | 62 |
|
|
2017
Q3 | $2.65M | Buy |
30,879
+6,713
| +28% | +$576K | 0.48% | 56 |
|
|
2017
Q2 | $2.04M | Buy |
24,166
+2,454
| +11% | +$207K | 0.39% | 60 |
|
|
2017
Q1 | $1.62M | Buy |
21,712
+3,526
| +19% | +$264K | 0.31% | 69 |
|
|
2016
Q4 | $1.32M | Buy |
18,186
+1,889
| +12% | +$138K | 0.27% | 73 |
|
|
2016
Q3 | $1.29M | Sell |
16,297
-39
| -0.2% | -$3.09K | 0.27% | 71 |
|
|
2016
Q2 | $1.33M | Sell |
16,336
-839
| -5% | -$68.1K | 0.29% | 65 |
|
|
2016
Q1 | $1.25M | Sell |
17,175
-1,109
| -6% | -$80.5K | 0.27% | 68 |
|
|
2015
Q4 | $1.6M | Sell |
18,284
-549
| -3% | -$48K | 0.37% | 62 |
|
|
2015
Q3 | $1.69M | Buy |
18,833
+357
| +2% | +$32K | 0.41% | 60 |
|
|
2015
Q2 | $1.82M | Buy |
18,476
+919
| +5% | +$90.5K | 0.39% | 61 |
|
|
2015
Q1 | $1.78M | Buy |
17,557
+45
| +0.3% | +$4.56K | 0.39% | 63 |
|
|
2014
Q4 | $1.63M | Sell |
17,512
-2,119
| -11% | -$197K | 0.34% | 72 |
|
|
2014
Q3 | $1.84M | Sell |
19,631
-23,297
| -54% | -$2.18M | 0.4% | 69 |
|
|
2014
Q2 | $3.88M | Sell |
42,928
-31,067
| -42% | -$2.81M | 0.86% | 42 |
|
|
2014
Q1 | $6.04M | Sell |
73,995
-4,591
| -6% | -$375K | 1.24% | 18 |
|
|
2013
Q4 | $6.31M | Sell |
78,586
-1,654
| -2% | -$133K | 1.21% | 17 |
|
|
2013
Q3 | $9.19M | Buy |
+80,240
| New | +$9.19M | 1.98% | 9 |
|