Beese Fulmer Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
2,590
+630
| +32% | +$76.2K | 0.02% | 229 |
|
|
2025
Q1 | $219K | Buy |
+1,960
| New | +$219K | 0.02% | 231 |
|
|
2024
Q4 | – | Sell |
-1,960
| Closed | -$225K | – | 233 |
|
|
2024
Q3 | $225K | Hold |
1,960
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $209K | Buy |
+1,960
| New | +$209K | 0.02% | 211 |
|
|
2020
Q3 | – | Sell |
-902
| Closed | -$79K | – | 425 |
|
|
2020
Q2 | $79K | Buy |
+902
| New | +$79K | 0.01% | 267 |
|