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Berkshire Bank’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$377K Sell
3,113
-349
-10% -$42.2K 0.09% 118
2025
Q1
$386K Sell
3,462
-164
-5% -$18.3K 0.09% 112
2024
Q4
$353K Sell
3,626
-596
-14% -$58K 0.08% 116
2024
Q3
$486K Sell
4,222
-193
-4% -$22.2K 0.11% 104
2024
Q2
$470K Sell
4,415
-470
-10% -$50K 0.12% 99
2024
Q1
$473K Buy
4,885
+402
+9% +$38.9K 0.12% 102
2023
Q4
$453K Sell
4,483
-471
-10% -$47.6K 0.12% 101
2023
Q3
$505K Sell
4,954
-120
-2% -$12.2K 0.15% 91
2023
Q2
$512K Buy
5,074
+88
+2% +$8.88K 0.14% 94
2023
Q1
$459K Sell
4,986
-1,523
-23% -$140K 0.14% 92
2022
Q4
$590K Sell
6,509
-4,736
-42% -$430K 0.18% 85
2022
Q3
$855K Sell
11,245
-635
-5% -$48.3K 0.26% 69
2022
Q2
$1.01M Sell
11,880
-158
-1% -$13.4K 0.29% 63
2022
Q1
$1.06M Sell
12,038
-1,241
-9% -$109K 0.25% 70
2021
Q4
$1.16M Sell
13,279
-3,853
-22% -$337K 0.26% 66
2021
Q3
$1.4M Sell
17,132
-1,259
-7% -$103K 0.34% 58
2021
Q2
$1.68M Sell
18,391
-8,764
-32% -$800K 0.41% 55
2021
Q1
$2.32M Sell
27,155
-818
-3% -$69.9K 0.58% 44
2020
Q4
$2.64M Buy
27,973
+267
+1% +$25.2K 0.66% 41
2020
Q3
$2.41M Buy
+27,706
New +$2.41M 0.64% 41