Bedel Financial Consulting’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
4,445
| – | – | 0.07% | 150 |
|
|
2025
Q1 | $491K | Hold |
4,445
| – | – | 0.07% | 152 |
|
|
2024
Q4 | $488K | Hold |
4,445
| – | – | 0.07% | 153 |
|
|
2024
Q3 | $511K | Hold |
4,445
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $473K | Hold |
4,445
| – | – | 0.07% | 139 |
|
|
2024
Q1 | $430K | Hold |
4,445
| – | – | 0.07% | 147 |
|
|
2023
Q4 | $449K | Hold |
4,445
| – | – | 0.08% | 135 |
|
|
2023
Q3 | $453K | Hold |
4,445
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $449K | Buy |
4,445
+153
| +4% | +$15.4K | 0.09% | 127 |
|
|
2023
Q1 | $395K | Buy |
4,292
+334
| +8% | +$30.7K | 0.1% | 137 |
|
|
2022
Q4 | $359K | Buy |
3,958
+452
| +13% | +$41K | 0.09% | 144 |
|
|
2022
Q3 | $287K | Buy |
+3,506
| New | +$287K | 0.08% | 163 |
|
|
2022
Q2 | – | Sell |
-1,601
| Closed | -$141K | – | 644 |
|
|
2022
Q1 | $141K | Buy |
1,601
+43
| +3% | +$3.79K | 0.04% | 225 |
|
|
2021
Q4 | $136K | Buy |
1,558
+60
| +4% | +$5.24K | 0.04% | 232 |
|
|
2021
Q3 | $123K | Hold |
1,498
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $137K | Hold |
1,498
| – | – | 0.05% | 226 |
|
|
2021
Q1 | $128K | Buy |
1,498
+543
| +57% | +$46.4K | 0.05% | 226 |
|
|
2020
Q4 | $90K | Sell |
955
-6
| -0.6% | -$565 | 0.04% | 238 |
|
|
2020
Q3 | $84K | Hold |
961
| – | – | 0.04% | 233 |
|
|
2020
Q2 | $84K | Hold |
961
| – | – | 0.05% | 216 |
|
|
2020
Q1 | $79K | Buy |
961
+106
| +12% | +$8.71K | 0.05% | 210 |
|
|
2019
Q4 | $81K | Hold |
855
| – | – | 0.05% | 233 |
|
|
2019
Q3 | $74K | Hold |
855
| – | – | 0.04% | 238 |
|
|
2019
Q2 | $78K | Sell |
855
-105
| -11% | -$9.58K | 0.05% | 229 |
|
|
2019
Q1 | $83K | Buy |
960
+6
| +0.6% | +$519 | 0.05% | 210 |
|
|
2018
Q4 | $73K | Hold |
954
| – | – | 0.05% | 211 |
|
|
2018
Q3 | $73K | Hold |
954
| – | – | 0.05% | 227 |
|
|
2018
Q2 | $65K | Hold |
954
| – | – | 0.05% | 240 |
|
|
2018
Q1 | $69K | Buy |
+954
| New | +$69K | 0.05% | 235 |
|