Bleakley Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Sell |
52,167
-756
| -1% | -$91.5K | 0.16% | 125 |
|
|
2025
Q1 | $5.9M | Sell |
52,923
-440
| -0.8% | -$49.1K | 0.19% | 106 |
|
|
2024
Q4 | $5.19M | Buy |
53,363
+2,227
| +4% | +$217K | 0.16% | 110 |
|
|
2024
Q3 | $5.88M | Sell |
51,136
-7,585
| -13% | -$872K | 0.18% | 101 |
|
|
2024
Q2 | $6.25M | Buy |
58,721
+3,990
| +7% | +$425K | 0.18% | 112 |
|
|
2024
Q1 | $5.29M | Buy |
54,731
+5,903
| +12% | +$571K | 0.15% | 131 |
|
|
2023
Q4 | $4.93M | Buy |
48,828
+3,863
| +9% | +$390K | 0.16% | 121 |
|
|
2023
Q3 | $4.58M | Buy |
44,965
+307
| +0.7% | +$31.3K | 0.16% | 120 |
|
|
2023
Q2 | $4.51M | Sell |
44,658
-8,438
| -16% | -$851K | 0.14% | 132 |
|
|
2023
Q1 | $4.88M | Buy |
53,096
+5,249
| +11% | +$483K | 0.16% | 114 |
|
|
2022
Q4 | $4.34M | Buy |
+47,847
| New | +$4.34M | 0.16% | 121 |
|