Blue Fin Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
+2,061
| New | +$249K | 0.04% | 134 |
|
|
2024
Q4 | $214K | Sell |
2,200
-20
| -0.9% | -$1.95K | 0.04% | 133 |
|
|
2024
Q3 | $255K | Sell |
2,220
-109
| -5% | -$12.5K | 0.05% | 131 |
|
|
2024
Q2 | $248K | Buy |
2,329
+9
| +0.4% | +$958 | 0.05% | 134 |
|
|
2024
Q1 | $224K | Sell |
2,320
-1
| -0% | -$97 | 0.05% | 136 |
|
|
2023
Q4 | $234K | Hold |
2,321
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $236K | Sell |
2,321
-43
| -2% | -$4.38K | 0.07% | 121 |
|
|
2023
Q2 | $239K | Hold |
2,364
| – | – | 0.07% | 124 |
|
|
2023
Q1 | $247K | Sell |
2,364
-101
| -4% | -$10.6K | 0.08% | 120 |
|
|
2022
Q4 | $224K | Buy |
+2,465
| New | +$224K | 0.08% | 124 |
|
|
2022
Q3 | – | Sell |
-2,564
| Closed | -$216K | – | 130 |
|
|
2022
Q2 | $216K | Hold |
2,564
| – | – | 0.08% | 125 |
|
|
2022
Q1 | $225K | Buy |
2,564
+9
| +0.4% | +$790 | 0.07% | 124 |
|
|
2021
Q4 | $223K | Sell |
2,555
-909
| -26% | -$79.3K | 0.06% | 125 |
|
|
2021
Q3 | $283K | Sell |
3,464
-957
| -22% | -$78.2K | 0.09% | 109 |
|
|
2021
Q2 | $403K | Sell |
4,421
-475
| -10% | -$43.3K | 0.12% | 92 |
|
|
2021
Q1 | $418K | Sell |
4,896
-249
| -5% | -$21.3K | 0.14% | 87 |
|
|
2020
Q4 | $485K | Buy |
5,145
+1,449
| +39% | +$137K | 0.17% | 83 |
|
|
2020
Q3 | $321K | Hold |
3,696
| – | – | 0.13% | 92 |
|
|
2020
Q2 | $322K | Buy |
3,696
+141
| +4% | +$12.3K | 0.14% | 91 |
|
|
2020
Q1 | $293K | Sell |
3,555
-209
| -6% | -$17.2K | 0.16% | 93 |
|
|
2019
Q4 | $355K | Sell |
3,764
-75
| -2% | -$7.07K | 0.17% | 104 |
|
|
2019
Q3 | $333K | Sell |
3,839
-52
| -1% | -$4.51K | 0.17% | 102 |
|
|
2019
Q2 | $355K | Sell |
3,891
-451
| -10% | -$41.1K | 0.18% | 102 |
|
|
2019
Q1 | $374K | Buy |
4,342
+89
| +2% | +$7.67K | 0.2% | 102 |
|
|
2018
Q4 | $327K | Sell |
4,253
-632
| -13% | -$48.6K | 0.2% | 105 |
|
|
2018
Q3 | $377K | Hold |
4,885
| – | – | 0.19% | 100 |
|
|
2018
Q2 | $330K | Sell |
4,885
-339
| -6% | -$22.9K | 0.18% | 102 |
|
|
2018
Q1 | $378K | Buy |
5,224
+502
| +11% | +$36.3K | 0.21% | 94 |
|
|
2017
Q4 | $355K | Sell |
4,722
-482
| -9% | -$36.2K | 0.21% | 100 |
|
|
2017
Q3 | $400K | Sell |
5,204
-139
| -3% | -$10.7K | 0.25% | 92 |
|
|
2017
Q2 | $399K | Sell |
5,343
-193
| -3% | -$14.4K | 0.26% | 91 |
|
|
2017
Q1 | $369K | Sell |
5,536
-51
| -0.9% | -$3.4K | 0.23% | 98 |
|
|
2016
Q4 | $365K | Buy |
5,587
+530
| +10% | +$34.6K | 0.24% | 98 |
|
|
2016
Q3 | $358K | Sell |
5,057
-150
| -3% | -$10.6K | 0.29% | 89 |
|
|
2016
Q2 | $385K | Hold |
5,207
| – | – | 0.32% | 84 |
|
|
2016
Q1 | $338K | Sell |
5,207
-631
| -11% | -$41K | 0.29% | 88 |
|
|
2015
Q4 | $450K | Hold |
5,838
| – | – | 0.35% | 79 |
|
|
2015
Q3 | $481K | Sell |
5,838
-111
| -2% | -$9.15K | 0.37% | 75 |
|
|
2015
Q2 | $524K | Hold |
5,949
| – | – | 0.38% | 76 |
|
|
2015
Q1 | $526K | Buy |
5,949
+78
| +1% | +$6.9K | 0.38% | 74 |
|
|
2014
Q4 | $487K | Sell |
5,871
-440
| -7% | -$36.5K | 0.37% | 77 |
|
|
2014
Q3 | $532K | Buy |
6,311
+614
| +11% | +$51.8K | 0.42% | 68 |
|
|
2014
Q2 | $462K | Hold |
5,697
| – | – | 0.37% | 77 |
|
|
2014
Q1 | $434K | Sell |
5,697
-575
| -9% | -$43.8K | 0.38% | 76 |
|
|
2013
Q4 | $452K | Buy |
+6,272
| New | +$452K | 0.4% | 74 |
|