Benjamin Edwards Inc’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
4,300
+206
| +5% | +$24.9K | 0.01% | 838 |
|
|
2025
Q1 | $456K | Sell |
4,094
-32,839
| -89% | -$3.66M | 0.01% | 815 |
|
|
2024
Q4 | $3.6M | Sell |
36,933
-8,558
| -19% | -$834K | 0.05% | 314 |
|
|
2024
Q3 | $5.24M | Buy |
45,491
+21,561
| +90% | +$2.48M | 0.08% | 258 |
|
|
2024
Q2 | $2.55M | Buy |
23,930
+194
| +0.8% | +$20.7K | 0.49% | 51 |
|
|
2024
Q1 | $2.3M | Buy |
23,736
+682
| +3% | +$66K | 0.46% | 59 |
|
|
2023
Q4 | $2.33M | Sell |
23,054
-4,054
| -15% | -$409K | 0.51% | 53 |
|
|
2023
Q3 | $2.76M | Buy |
27,108
+3,334
| +14% | +$340K | 0.65% | 45 |
|
|
2023
Q2 | $2.4M | Buy |
23,774
+3,730
| +19% | +$376K | 0.56% | 55 |
|
|
2023
Q1 | $1.84M | Buy |
20,044
+1,982
| +11% | +$182K | 0.45% | 68 |
|
|
2022
Q4 | $1.64M | Buy |
18,062
+2,232
| +14% | +$203K | 0.43% | 68 |
|
|
2022
Q3 | $1.2M | Sell |
15,830
-909
| -5% | -$69.1K | 0.36% | 86 |
|
|
2022
Q2 | $1.42M | Sell |
16,739
-455
| -3% | -$38.5K | 0.42% | 71 |
|
|
2022
Q1 | $1.51M | Buy |
17,194
+5,561
| +48% | +$488K | 0.44% | 68 |
|
|
2021
Q4 | $1.02M | Buy |
11,633
+11,126
| +2,194% | +$974K | 0.33% | 91 |
|
|
2021
Q3 | $41K | Buy |
507
+307
| +154% | +$24.8K | 0.02% | 327 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $17K | Hold |
200
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $19K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $17K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $17K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2020
Q1 | $16K | Hold |
200
| – | – | 0.02% | 255 |
|
|
2019
Q4 | $19K | Hold |
200
| – | – | 0.04% | 178 |
|
|
2019
Q3 | $17K | Hold |
200
| – | – | 0.04% | 177 |
|
|
2019
Q2 | $18K | Sell |
200
-23
| -10% | -$2.07K | 0.04% | 172 |
|
|
2019
Q1 | $19K | Buy |
+223
| New | +$19K | 0.09% | 162 |
|