Blue Trust Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
4,685
-2,154
| -31% | -$261K | 0.01% | 410 |
|
|
2025
Q1 | $762K | Sell |
6,839
-247
| -3% | -$27.5K | 0.01% | 305 |
|
|
2024
Q4 | $689K | Sell |
7,086
-4,046
| -36% | -$394K | 0.01% | 295 |
|
|
2024
Q3 | $1.19M | Buy |
11,132
+6,839
| +159% | +$728K | 0.02% | 237 |
|
|
2024
Q2 | $415K | Buy |
4,293
+2,113
| +97% | +$204K | 0.01% | 439 |
|
|
2024
Q1 | $211K | Sell |
2,180
-381
| -15% | -$36.8K | ﹤0.01% | 479 |
|
|
2023
Q4 | $261K | Buy |
2,561
+34
| +1% | +$3.47K | ﹤0.01% | 374 |
|
|
2023
Q3 | $255K | Buy |
2,527
+773
| +44% | +$78K | ﹤0.01% | 375 |
|
|
2023
Q2 | $161K | Sell |
1,754
-1,082
| -38% | -$99.3K | ﹤0.01% | 401 |
|
|
2023
Q1 | $258K | Sell |
2,836
-338
| -11% | -$30.7K | ﹤0.01% | 462 |
|
|
2022
Q4 | $241K | Buy |
3,174
+627
| +25% | +$47.6K | ﹤0.01% | 401 |
|
|
2022
Q3 | $216K | Buy |
2,547
+303
| +14% | +$25.7K | ﹤0.01% | 340 |
|
|
2022
Q2 | $197K | Buy |
+2,244
| New | +$197K | ﹤0.01% | 323 |
|