BFA
Benedict Financial Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
17,588
+161
| +0.9% | +$19.5K | 0.48% | 73 |
|
|
2025
Q1 | $1.94M | Buy |
17,427
+601
| +4% | +$67K | 0.45% | 77 |
|
|
2024
Q4 | $1.64M | Sell |
16,826
-35
| -0.2% | -$3.41K | 0.4% | 84 |
|
|
2024
Q3 | $1.94M | Sell |
16,861
-331
| -2% | -$38.1K | 0.46% | 78 |
|
|
2024
Q2 | $1.83M | Buy |
17,192
+179
| +1% | +$19.1K | 0.46% | 78 |
|
|
2024
Q1 | $1.65M | Sell |
17,013
-143
| -0.8% | -$13.8K | 0.42% | 81 |
|
|
2023
Q4 | $1.73M | Sell |
17,156
-144
| -0.8% | -$14.5K | 0.47% | 75 |
|
|
2023
Q3 | $1.76M | Sell |
17,300
-226
| -1% | -$23K | 0.51% | 72 |
|
|
2023
Q2 | $1.77M | Sell |
17,526
-71
| -0.4% | -$7.17K | 0.49% | 74 |
|
|
2023
Q1 | $1.62M | Buy |
17,597
+199
| +1% | +$18.3K | 0.46% | 75 |
|
|
2022
Q4 | $1.58M | Buy |
17,398
+44
| +0.3% | +$3.99K | 0.47% | 73 |
|
|
2022
Q3 | $1.32M | Sell |
17,354
-159
| -0.9% | -$12.1K | 0.42% | 77 |
|
|
2022
Q2 | $1.48M | Buy |
17,513
+538
| +3% | +$45.5K | 0.44% | 72 |
|
|
2022
Q1 | $1.49M | Buy |
16,975
+469
| +3% | +$41.2K | 0.4% | 80 |
|
|
2021
Q4 | $1.44M | Buy |
16,506
+287
| +2% | +$25.1K | 0.38% | 83 |
|
|
2021
Q3 | $1.33M | Buy |
16,219
+771
| +5% | +$63K | 0.37% | 83 |
|
|
2021
Q2 | $1.41M | Buy |
15,448
+39
| +0.3% | +$3.56K | 0.39% | 80 |
|
|
2021
Q1 | $1.32M | Buy |
15,409
+88
| +0.6% | +$7.52K | 0.38% | 82 |
|
|
2020
Q4 | $1.45M | Sell |
15,321
-35
| -0.2% | -$3.31K | 0.52% | 62 |
|
|
2020
Q3 | $1.34M | Hold |
15,356
| – | – | 0.51% | 64 |
|
|
2020
Q2 | $1.34M | Sell |
15,356
-11
| -0.1% | -$961 | 0.55% | 60 |
|
|
2020
Q1 | $1.27M | Sell |
15,367
-70
| -0.5% | -$5.77K | 0.6% | 57 |
|
|
2019
Q4 | $1.46M | Sell |
15,437
-118
| -0.8% | -$11.2K | 0.57% | 57 |
|
|
2019
Q3 | $1.35M | Sell |
15,555
-196
| -1% | -$17K | 0.55% | 61 |
|
|
2019
Q2 | $1.44M | Buy |
15,751
+150
| +1% | +$13.7K | 0.6% | 58 |
|
|
2019
Q1 | $1.5M | Buy |
15,601
+32
| +0.2% | +$3.08K | 0.65% | 53 |
|
|
2018
Q4 | $1.34M | Sell |
15,569
-90
| -0.6% | -$7.72K | 0.66% | 53 |
|
|
2018
Q3 | $1.35M | Buy |
15,659
+50
| +0.3% | +$4.31K | 0.6% | 55 |
|
|
2018
Q2 | $1.18M | Buy |
15,609
+380
| +2% | +$28.7K | 0.58% | 59 |
|
|
2018
Q1 | $1.23M | Sell |
15,229
-302
| -2% | -$24.4K | 0.62% | 53 |
|
|
2017
Q4 | $1.3M | Sell |
15,531
-29
| -0.2% | -$2.44K | 0.63% | 51 |
|
|
2017
Q3 | $1.34M | Buy |
15,560
+160
| +1% | +$13.7K | 0.69% | 48 |
|
|
2017
Q2 | $1.31M | Buy |
15,400
+330
| +2% | +$28.1K | 0.68% | 48 |
|
|
2017
Q1 | $1.12M | Sell |
15,070
-552
| -4% | -$41K | 0.61% | 54 |
|
|
2016
Q4 | $1.14M | Sell |
15,622
-855
| -5% | -$62.3K | 0.66% | 50 |
|
|
2016
Q3 | $1.3M | Sell |
16,477
-3,178
| -16% | -$251K | 0.76% | 47 |
|
|
2016
Q2 | $1.63M | Sell |
19,655
-640
| -3% | -$52.9K | 0.95% | 43 |
|
|
2016
Q1 | $1.47M | Buy |
20,295
+170
| +0.8% | +$12.3K | 0.89% | 46 |
|
|
2015
Q4 | $1.73M | Sell |
20,125
-36
| -0.2% | -$3.1K | 1.1% | 38 |
|
|
2015
Q3 | $1.85M | Buy |
20,161
+41
| +0.2% | +$3.77K | 1.29% | 32 |
|
|
2015
Q2 | $2.07M | Buy |
20,120
+30
| +0.1% | +$3.09K | 1.35% | 29 |
|
|
2015
Q1 | $2.06M | Buy |
20,090
+75
| +0.4% | +$7.68K | 1.32% | 30 |
|
|
2014
Q4 | $1.98M | Buy |
+20,015
| New | +$1.98M | 1.29% | 31 |
|