Beutel, Goodman & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
12,110
-1,610
| -12% | -$195K | 0.01% | 97 |
|
|
2025
Q1 | $1.53M | Buy |
13,720
+11,045
| +413% | +$1.23M | 0.01% | 99 |
|
|
2024
Q4 | $260K | Sell |
2,675
-250
| -9% | -$24.3K | ﹤0.01% | 70 |
|
|
2024
Q3 | $336K | Sell |
2,925
-1,480
| -34% | -$170K | ﹤0.01% | 70 |
|
|
2024
Q2 | $468K | Hold |
4,405
| – | – | ﹤0.01% | 69 |
|
|
2024
Q1 | $426K | Buy |
4,405
+40
| +0.9% | +$3.87K | ﹤0.01% | 68 |
|
|
2023
Q4 | $440K | Buy |
4,365
+1,530
| +54% | +$154K | ﹤0.01% | 68 |
|
|
2023
Q3 | $288K | Buy |
2,835
+225
| +9% | +$22.9K | ﹤0.01% | 67 |
|
|
2023
Q2 | $263K | Hold |
2,610
| – | – | ﹤0.01% | 66 |
|
|
2023
Q1 | $240K | Buy |
2,610
+120
| +5% | +$11K | ﹤0.01% | 66 |
|
|
2022
Q4 | $225K | Buy |
+2,490
| New | +$225K | ﹤0.01% | 66 |
|