BCFD
Boit C.F. David’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
12,800
| – | – | 0.75% | 31 |
|
|
2025
Q1 | $1.43M | Hold |
12,800
| – | – | 0.72% | 32 |
|
|
2024
Q4 | $1.25M | Hold |
12,800
| – | – | 0.51% | 38 |
|
|
2024
Q3 | $1.47M | Hold |
12,800
| – | – | 0.73% | 34 |
|
|
2024
Q2 | $1.36M | Buy |
+12,800
| New | +$1.36M | 0.71% | 36 |
|
|
2024
Q1 | – | Sell |
-12,800
| Closed | -$1.34M | – | 124 |
|
|
2023
Q4 | $1.34M | Hold |
12,800
| – | – | 0.76% | 33 |
|
|
2023
Q3 | $1.3M | Hold |
12,800
| – | – | 0.89% | 30 |
|
|
2023
Q2 | $1.29M | Hold |
12,800
| – | – | 0.86% | 31 |
|
|
2023
Q1 | $1.25M | Hold |
12,800
| – | – | 0.86% | 32 |
|
|
2022
Q4 | $1.16M | Hold |
12,800
| – | – | 0.83% | 31 |
|
|
2022
Q3 | $973K | Buy |
+12,800
| New | +$973K | 0.79% | 34 |
|
|
2022
Q1 | $1.12M | Hold |
12,800
| – | – | 0.74% | 35 |
|
|
2021
Q4 | $1.12M | Hold |
12,800
| – | – | 0.71% | 35 |
|
|
2021
Q3 | $1.05M | Hold |
12,800
| – | – | 0.72% | 35 |
|
|
2021
Q2 | $1.17M | Buy |
+12,800
| New | +$1.17M | 0.89% | 34 |
|