Beverly Hills Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
8,562
-125
| -1% | -$15.1K | 0.19% | 125 |
|
|
2025
Q1 | $968K | Sell |
8,687
-1,082
| -11% | -$121K | 0.19% | 125 |
|
|
2024
Q4 | $951K | Sell |
9,769
-899
| -8% | -$87.5K | 0.19% | 121 |
|
|
2024
Q3 | $1.23M | Sell |
10,668
-1,676
| -14% | -$193K | 0.25% | 108 |
|
|
2024
Q2 | $1.31M | Sell |
12,344
-1,306
| -10% | -$139K | 0.29% | 94 |
|
|
2024
Q1 | $1.32M | Sell |
13,650
-1,098
| -7% | -$106K | 0.3% | 86 |
|
|
2023
Q4 | $1.49M | Sell |
14,748
-994
| -6% | -$100K | 0.39% | 77 |
|
|
2023
Q3 | $1.6M | Sell |
15,742
-16,680
| -51% | -$1.7M | 0.48% | 59 |
|
|
2023
Q2 | $3.3M | Buy |
32,422
+15,978
| +97% | +$1.63M | 0.54% | 58 |
|
|
2023
Q1 | $1.51M | Buy |
16,444
+5,272
| +47% | +$485K | 0.47% | 60 |
|
|
2022
Q4 | $1.01M | Buy |
+11,172
| New | +$1.01M | 0.44% | 68 |
|