Beacon Pointe Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Buy |
61,105
+2,638
| +5% | +$319K | 0.08% | 229 |
|
|
2025
Q1 | $6.52M | Buy |
58,467
+14,626
| +33% | +$1.63M | 0.07% | 245 |
|
|
2024
Q4 | $4.27M | Sell |
43,841
-4,117
| -9% | -$401K | 0.05% | 313 |
|
|
2024
Q3 | $5.52M | Buy |
47,958
+2,035
| +4% | +$234K | 0.06% | 268 |
|
|
2024
Q2 | $4.89M | Buy |
45,923
+1,209
| +3% | +$129K | 0.06% | 281 |
|
|
2024
Q1 | $4.33M | Buy |
44,714
+8,085
| +22% | +$782K | 0.05% | 320 |
|
|
2023
Q4 | $3.7M | Buy |
36,629
+4,304
| +13% | +$435K | 0.04% | 347 |
|
|
2023
Q3 | $3.29M | Buy |
32,325
+21,231
| +191% | +$2.16M | 0.04% | 357 |
|
|
2023
Q2 | $1.12M | Buy |
11,094
+2,053
| +23% | +$207K | 0.02% | 502 |
|
|
2023
Q1 | $832K | Sell |
9,041
-5,835
| -39% | -$537K | 0.01% | 594 |
|
|
2022
Q4 | $1.35M | Sell |
14,876
-131
| -0.9% | -$11.9K | 0.03% | 443 |
|
|
2022
Q3 | $1.14M | Sell |
15,007
-2,729
| -15% | -$207K | 0.03% | 437 |
|
|
2022
Q2 | $1.5M | Sell |
17,736
-14,535
| -45% | -$1.23M | 0.03% | 383 |
|
|
2022
Q1 | $2.83M | Buy |
32,271
+19,561
| +154% | +$1.72M | 0.04% | 373 |
|
|
2021
Q4 | $1.11M | Sell |
12,710
-653
| -5% | -$57.1K | 0.03% | 364 |
|
|
2021
Q3 | $1.09M | Sell |
13,363
-804
| -6% | -$65.8K | 0.03% | 394 |
|
|
2021
Q2 | $1.29M | Buy |
14,167
+7,596
| +116% | +$693K | 0.05% | 290 |
|
|
2021
Q1 | $563K | Sell |
6,571
-6,462
| -50% | -$554K | 0.03% | 277 |
|
|
2020
Q4 | $1.23M | Buy |
13,033
+1,889
| +17% | +$179K | 0.08% | 177 |
|
|
2020
Q3 | $969K | Sell |
11,144
-1,455
| -12% | -$127K | 0.09% | 168 |
|
|
2020
Q2 | $1.1M | Buy |
12,599
+2,562
| +26% | +$223K | 0.11% | 154 |
|
|
2020
Q1 | $826K | Buy |
+10,037
| New | +$826K | 0.13% | 141 |
|