Beck Mack & Oliver’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Hold
3,800
0.01% 132
2025
Q1
$424K Hold
3,800
0.01% 139
2024
Q4
$370K Hold
3,800
0.01% 141
2024
Q3
$437K Hold
3,800
0.01% 129
2024
Q2
$405K Sell
3,800
-400
-10% -$42.6K 0.01% 130
2024
Q1
$406K Hold
4,200
0.01% 135
2023
Q4
$424K Hold
4,200
0.01% 131
2023
Q3
$428K Hold
4,200
0.01% 126
2023
Q2
$424K Hold
4,200
0.01% 132
2023
Q1
$386K Hold
4,200
0.01% 139
2022
Q4
$381K Hold
4,200
0.01% 138
2022
Q3
$319K Sell
4,200
-1,000
-19% -$76K 0.01% 146
2022
Q2
$440K Hold
5,200
0.01% 139
2022
Q1
$456K Hold
5,200
0.01% 142
2021
Q4
$455K Hold
5,200
0.01% 146
2021
Q3
$425K Hold
5,200
0.01% 154
2021
Q2
$474K Sell
5,200
-500
-9% -$45.6K 0.01% 140
2021
Q1
$487K Sell
5,700
-150
-3% -$12.8K 0.02% 136
2020
Q4
$552K Sell
5,850
-36
-0.6% -$3.4K 0.02% 136
2020
Q3
$512K Hold
5,886
0.02% 136
2020
Q2
$514K Buy
5,886
+1,000
+20% +$87.3K 0.02% 137
2020
Q1
$403K Hold
4,886
0.02% 142
2019
Q4
$463K Sell
4,886
-73
-1% -$6.92K 0.02% 149
2019
Q3
$431K Buy
4,959
+109
+2% +$9.47K 0.02% 153
2019
Q2
$443K Sell
4,850
-4,692
-49% -$429K 0.02% 154
2019
Q1
$822K Hold
9,542
0.03% 129
2018
Q4
$734K Hold
9,542
0.03% 132
2018
Q3
$737K Hold
9,542
0.02% 142
2018
Q2
$646K Hold
9,542
0.02% 142
2018
Q1
$691K Hold
9,542
0.02% 137
2017
Q4
$718K Sell
9,542
-977
-9% -$73.5K 0.02% 133
2017
Q3
$809K Hold
10,519
0.03% 132
2017
Q2
$787K Hold
10,519
0.03% 131
2017
Q1
$700K Sell
10,519
-3,906
-27% -$260K 0.02% 134
2016
Q4
$942K Sell
14,425
-3,906
-21% -$255K 0.03% 116
2016
Q3
$1.3M Hold
18,331
0.05% 107
2016
Q2
$1.36M Hold
18,331
0.05% 127
2016
Q1
$1.19M Hold
18,331
0.04% 134
2015
Q4
$1.41M Sell
18,331
-11,186
-38% -$862K 0.05% 124
2015
Q3
$2.43M Sell
29,517
-1,283
-4% -$106K 0.07% 102
2015
Q2
$2.72M Sell
30,800
-224
-0.7% -$19.7K 0.07% 102
2015
Q1
$2.74M Sell
31,024
-558
-2% -$49.3K 0.07% 103
2014
Q4
$2.62M Hold
31,582
0.06% 108
2014
Q3
$2.66M Hold
31,582
0.06% 107
2014
Q2
$2.56M Sell
31,582
-167
-0.5% -$13.5K 0.06% 109
2014
Q1
$2.42M Sell
31,749
-257
-0.8% -$19.6K 0.06% 112
2013
Q4
$2.31M Hold
32,006
0.06% 112
2013
Q3
$2.2M Sell
32,006
-223
-0.7% -$15.3K 0.06% 111
2013
Q2
$2.04M Buy
+32,229
New +$2.04M 0.06% 113