Beacon Investment Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
5,067
-36
| -0.7% | -$4.36K | 0.03% | 159 |
|
|
2025
Q1 | $569K | Sell |
5,103
-2,094
| -29% | -$233K | 0.03% | 158 |
|
|
2024
Q4 | $700K | Sell |
7,197
-537
| -7% | -$52.3K | 0.03% | 151 |
|
|
2024
Q3 | $890K | Sell |
7,734
-312
| -4% | -$35.9K | 0.04% | 145 |
|
|
2024
Q2 | $857K | Sell |
8,046
-762
| -9% | -$81.1K | 0.04% | 145 |
|
|
2024
Q1 | $852K | Sell |
8,808
-1,122
| -11% | -$109K | 0.04% | 146 |
|
|
2023
Q4 | $1M | Sell |
9,930
-239
| -2% | -$24.1K | 0.05% | 144 |
|
|
2023
Q3 | $1.04M | Sell |
10,169
-60
| -0.6% | -$6.11K | 0.05% | 149 |
|
|
2023
Q2 | $1.03M | Buy |
10,229
+623
| +6% | +$62.9K | 0.05% | 153 |
|
|
2023
Q1 | $884K | Buy |
9,606
+265
| +3% | +$24.4K | 0.04% | 153 |
|
|
2022
Q4 | $847K | Sell |
9,341
-467
| -5% | -$42.4K | 0.04% | 155 |
|
|
2022
Q3 | $746K | Sell |
9,808
-3
| -0% | -$228 | 0.04% | 162 |
|
|
2022
Q2 | $829K | Buy |
9,811
+442
| +5% | +$37.3K | 0.04% | 159 |
|
|
2022
Q1 | $822K | Buy |
9,369
+309
| +3% | +$27.1K | 0.04% | 177 |
|
|
2021
Q4 | $792K | Sell |
9,060
-55
| -0.6% | -$4.81K | 0.03% | 182 |
|
|
2021
Q3 | $745K | Sell |
9,115
-3,549
| -28% | -$290K | 0.03% | 183 |
|
|
2021
Q2 | $1.16M | Sell |
12,664
-34,722
| -73% | -$3.17M | 0.05% | 160 |
|
|
2021
Q1 | $4.05M | Buy |
47,386
+1,329
| +3% | +$114K | 0.18% | 99 |
|
|
2020
Q4 | $4.35M | Sell |
46,057
-2,384
| -5% | -$225K | 0.2% | 89 |
|
|
2020
Q3 | $4.21M | Buy |
48,441
+1,160
| +2% | +$101K | 0.22% | 85 |
|
|
2020
Q2 | $4.13M | Buy |
47,281
+1,785
| +4% | +$156K | 0.24% | 80 |
|
|
2020
Q1 | $3.75M | Buy |
45,496
+872
| +2% | +$71.9K | 0.26% | 79 |
|
|
2019
Q4 | $4.23M | Buy |
44,624
+769
| +2% | +$72.8K | 0.23% | 89 |
|
|
2019
Q3 | $3.81M | Buy |
43,855
+153
| +0.4% | +$13.3K | 0.38% | 68 |
|
|
2019
Q2 | $3.99M | Sell |
43,702
-4,122
| -9% | -$376K | 0.42% | 67 |
|
|
2019
Q1 | $4.12M | Buy |
47,824
+3,336
| +7% | +$287K | 0.44% | 64 |
|
|
2018
Q4 | $3.42M | Sell |
44,488
-111
| -0.2% | -$8.54K | 0.38% | 70 |
|
|
2018
Q3 | $3.44M | Buy |
44,599
+2,543
| +6% | +$196K | 0.33% | 73 |
|
|
2018
Q2 | $2.85M | Buy |
42,056
+11,942
| +40% | +$808K | 0.29% | 84 |
|
|
2018
Q1 | $2.18M | Buy |
30,114
+2,720
| +10% | +$197K | 0.23% | 91 |
|
|
2017
Q4 | $2.06M | Buy |
27,394
+11,460
| +72% | +$862K | 0.22% | 94 |
|
|
2017
Q3 | $1.23M | Buy |
15,934
+11,018
| +224% | +$848K | 0.11% | 114 |
|
|
2017
Q2 | $368K | Buy |
4,916
+480
| +11% | +$35.9K | 0.07% | 70 |
|
|
2017
Q1 | $295K | Hold |
4,436
| – | – | 0.06% | 66 |
|
|
2016
Q4 | $290K | Buy |
+4,436
| New | +$290K | 0.06% | 60 |
|