Benjamin F. Edwards & Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $698K | Buy |
6,559
+232
| +4% | +$24.7K | 0.01% | 610 |
|
|
2024
Q1 | $612K | Sell |
6,327
-81
| -1% | -$7.84K | 0.01% | 617 |
|
|
2023
Q4 | $647K | Buy |
6,408
+377
| +6% | +$38.1K | 0.01% | 586 |
|
|
2023
Q3 | $614K | Sell |
6,031
-106
| -2% | -$10.8K | 0.02% | 476 |
|
|
2023
Q2 | $619K | Buy |
6,137
+58
| +1% | +$5.85K | 0.02% | 461 |
|
|
2023
Q1 | $559K | Buy |
6,079
+66
| +1% | +$6.07K | 0.02% | 464 |
|
|
2022
Q4 | $546K | Sell |
6,013
-9,519
| -61% | -$864K | 0.02% | 445 |
|
|
2022
Q3 | $1.18M | Sell |
15,532
-276
| -2% | -$21K | 0.06% | 286 |
|
|
2022
Q2 | $1.34M | Buy |
15,808
+455
| +3% | +$38.5K | 0.06% | 272 |
|
|
2022
Q1 | $1.35M | Buy |
15,353
+1,249
| +9% | +$110K | 0.06% | 294 |
|
|
2021
Q4 | $1.23M | Sell |
14,104
-458
| -3% | -$40.1K | 0.05% | 308 |
|
|
2021
Q3 | $1.19M | Buy |
14,562
+529
| +4% | +$43.3K | 0.06% | 299 |
|
|
2021
Q2 | $1.28M | Buy |
14,033
+12
| +0.1% | +$1.1K | 0.07% | 288 |
|
|
2021
Q1 | $1.2M | Buy |
14,021
+489
| +4% | +$41.8K | 0.06% | 299 |
|
|
2020
Q4 | $1.28M | Sell |
13,532
-1,176
| -8% | -$111K | 0.08% | 264 |
|
|
2020
Q3 | $1.28M | Buy |
14,708
+83
| +0.6% | +$7.22K | 0.09% | 239 |
|
|
2020
Q2 | $1.28M | Buy |
14,625
+300
| +2% | +$26.2K | 0.09% | 222 |
|
|
2020
Q1 | $1.18M | Buy |
14,325
+2,302
| +19% | +$190K | 0.1% | 205 |
|
|
2019
Q4 | $1.14M | Buy |
12,023
+4,579
| +62% | +$433K | 0.08% | 248 |
|
|
2019
Q3 | $647K | Buy |
7,444
+2,164
| +41% | +$188K | 0.05% | 321 |
|
|
2019
Q2 | $482K | Sell |
5,280
-706
| -12% | -$64.4K | 0.04% | 361 |
|
|
2019
Q1 | $516K | Sell |
5,986
-562
| -9% | -$48.4K | 0.05% | 326 |
|
|
2018
Q4 | $503K | Buy |
6,548
+679
| +12% | +$52.2K | 0.05% | 310 |
|
|
2018
Q3 | $453K | Buy |
5,869
+459
| +8% | +$35.4K | 0.04% | 343 |
|
|
2018
Q2 | $366K | Sell |
5,410
-11,746
| -68% | -$795K | 0.04% | 380 |
|
|
2018
Q1 | $1.24M | Sell |
17,156
-8,215
| -32% | -$595K | 0.13% | 168 |
|
|
2017
Q4 | $1.91M | Buy |
25,371
+969
| +4% | +$72.9K | 0.2% | 123 |
|
|
2017
Q3 | $1.88M | Sell |
24,402
-1,321
| -5% | -$102K | 0.23% | 102 |
|
|
2017
Q2 | $1.92M | Buy |
25,723
+28
| +0.1% | +$2.09K | 0.25% | 99 |
|
|
2017
Q1 | $1.71M | Buy |
25,695
+237
| +0.9% | +$15.8K | 0.25% | 93 |
|
|
2016
Q4 | $1.66M | Buy |
25,458
+13,720
| +117% | +$896K | 0.27% | 88 |
|
|
2016
Q3 | $831K | Sell |
11,738
-38
| -0.3% | -$2.69K | 0.15% | 154 |
|
|
2016
Q2 | $871K | Buy |
11,776
+1,277
| +12% | +$94.5K | 0.17% | 134 |
|
|
2016
Q1 | $681K | Buy |
10,499
+439
| +4% | +$28.5K | 0.14% | 159 |
|
|
2015
Q4 | $776K | Buy |
10,060
+468
| +5% | +$36.1K | 0.17% | 137 |
|
|
2015
Q3 | $790K | Buy |
9,592
+1,466
| +18% | +$121K | 0.17% | 129 |
|
|
2015
Q2 | $716K | Buy |
8,126
+611
| +8% | +$53.8K | 0.14% | 154 |
|
|
2015
Q1 | $664K | Buy |
7,515
+1,785
| +31% | +$158K | 0.14% | 160 |
|
|
2014
Q4 | $476K | Sell |
5,730
-166
| -3% | -$13.8K | 0.11% | 182 |
|
|
2014
Q3 | $497K | Buy |
5,896
+1,218
| +26% | +$103K | 0.12% | 170 |
|
|
2014
Q2 | $379K | Buy |
4,678
+722
| +18% | +$58.5K | 0.1% | 205 |
|
|
2014
Q1 | $301K | Buy |
3,956
+59
| +2% | +$4.49K | 0.08% | 217 |
|
|
2013
Q4 | $281K | Sell |
3,897
-86
| -2% | -$6.2K | 0.09% | 205 |
|
|
2013
Q3 | $274K | Sell |
3,983
-215
| -5% | -$14.8K | 0.1% | 188 |
|
|
2013
Q2 | $266K | Buy |
+4,198
| New | +$266K | 0.11% | 178 |
|