BFSG LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Buy |
686
+3
| +0.4% | +$363 | 0.01% | 343 |
|
|
2025
Q1 | $76.1K | Buy |
683
+13
| +2% | +$1.45K | 0.01% | 337 |
|
|
2024
Q4 | $65.2K | Sell |
670
-330
| -33% | -$32.1K | 0.01% | 359 |
|
|
2024
Q3 | $115K | Sell |
1,000
-12
| -1% | -$1.38K | 0.01% | 311 |
|
|
2024
Q2 | $108K | Buy |
1,012
+10
| +1% | +$1.07K | 0.01% | 295 |
|
|
2024
Q1 | $96.9K | Buy |
1,002
+40
| +4% | +$3.87K | 0.01% | 312 |
|
|
2023
Q4 | $97.1K | Buy |
+962
| New | +$97.1K | 0.01% | 298 |
|
|
2022
Q1 | – | Sell |
-2,885
| Closed | -$252K | – | 224 |
|
|
2021
Q4 | $252K | Sell |
2,885
-1,055
| -27% | -$92.2K | 0.04% | 204 |
|
|
2021
Q3 | $322K | Buy |
+3,940
| New | +$322K | 0.05% | 196 |
|
|
2021
Q2 | – | Sell |
-4,930
| Closed | -$421K | – | 179 |
|
|
2021
Q1 | $421K | Sell |
4,930
-3,090
| -39% | -$264K | 0.07% | 179 |
|
|
2020
Q4 | $757K | Buy |
8,020
+225
| +3% | +$21.2K | 0.13% | 142 |
|
|
2020
Q3 | $678K | Buy |
7,795
+820
| +12% | +$71.3K | 0.13% | 134 |
|
|
2020
Q2 | $609K | Sell |
6,975
-330
| -5% | -$28.8K | 0.13% | 123 |
|
|
2020
Q1 | $602K | Sell |
7,305
-150
| -2% | -$12.4K | 0.15% | 108 |
|
|
2019
Q4 | $706K | Sell |
7,455
-100
| -1% | -$9.47K | 0.13% | 129 |
|
|
2019
Q3 | $655K | Buy |
7,555
+660
| +10% | +$57.2K | 0.15% | 116 |
|
|
2019
Q2 | $630K | Buy |
6,895
+692
| +11% | +$63.2K | 0.25% | 74 |
|
|
2019
Q1 | $534K | Hold |
6,203
| – | – | 0.2% | 90 |
|
|
2018
Q4 | $477K | Sell |
6,203
-111
| -2% | -$8.54K | 0.22% | 81 |
|
|
2018
Q3 | $487K | Sell |
6,314
-876
| -12% | -$67.6K | 0.21% | 98 |
|
|
2018
Q2 | $487K | Buy |
7,190
+81
| +1% | +$5.49K | 0.21% | 81 |
|
|
2018
Q1 | $515K | Sell |
7,109
-112
| -2% | -$8.11K | 0.23% | 78 |
|
|
2017
Q4 | $543K | Buy |
7,221
+815
| +13% | +$61.3K | 0.23% | 77 |
|
|
2017
Q3 | $493K | Buy |
6,406
+474
| +8% | +$36.5K | 0.22% | 79 |
|
|
2017
Q2 | $444K | Sell |
5,932
-245
| -4% | -$18.3K | 0.22% | 80 |
|
|
2017
Q1 | $411K | Buy |
+6,177
| New | +$411K | 0.21% | 83 |
|