BOK Financial’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,078
Closed -$1.92M 1458
2024
Q2
$1.92M Sell
18,078
-1,174
-6% -$125K 0.03% 365
2024
Q1
$1.85M Sell
19,252
-1,076
-5% -$103K 0.03% 380
2023
Q4
$2.05M Sell
20,328
-3,082
-13% -$311K 0.04% 348
2023
Q3
$2.19M Sell
23,410
-1,742
-7% -$163K 0.05% 309
2023
Q2
$2.54M Sell
25,152
-2,145
-8% -$216K 0.05% 300
2023
Q1
$2.51M Sell
27,297
-4,969
-15% -$457K 0.05% 301
2022
Q4
$2.93M Buy
32,266
+890
+3% +$80.7K 0.05% 306
2022
Q3
$2.39M Sell
31,376
-297
-0.9% -$22.6K 0.05% 323
2022
Q2
$2.68M Sell
31,673
-3,871
-11% -$327K 0.05% 307
2022
Q1
$3.12M Sell
35,544
-5,577
-14% -$489K 0.05% 306
2021
Q4
$3.6M Buy
41,121
+8,009
+24% +$701K 0.06% 295
2021
Q3
$2.71M Buy
+33,112
New +$2.71M 0.05% 336
2021
Q1
$2.36M Sell
27,575
-5,131
-16% -$439K 0.04% 357
2020
Q4
$3.09M Sell
32,706
-4,647
-12% -$439K 0.06% 290
2020
Q3
$3.25M Sell
37,353
-8,833
-19% -$768K 0.07% 245
2020
Q2
$4.03M Buy
46,186
+7,626
+20% +$666K 0.09% 207
2020
Q1
$3.18M Sell
38,560
-1,532
-4% -$126K 0.09% 221
2019
Q4
$3.8M Buy
40,092
+11,728
+41% +$1.11M 0.09% 237
2019
Q3
$2.47M Buy
28,364
+998
+4% +$86.7K 0.06% 311
2019
Q2
$2.5M Sell
27,366
-9,177
-25% -$838K 0.06% 301
2019
Q1
$3.15M Buy
36,543
+828
+2% +$71.3K 0.08% 266
2018
Q4
$2.75M Sell
35,715
-2,245
-6% -$173K 0.08% 257
2018
Q3
$2.93M Buy
37,960
+1,400
+4% +$108K 0.07% 297
2018
Q2
$2.48M Buy
36,560
+7,989
+28% +$541K 0.07% 316
2018
Q1
$2.07M Buy
28,571
+1,790
+7% +$130K 0.06% 343
2017
Q4
$2.02M Sell
26,781
-1,009
-4% -$75.9K 0.06% 348
2017
Q3
$2.14M Buy
27,790
+192
+0.7% +$14.8K 0.06% 332
2017
Q2
$2.07M Sell
27,598
-20,138
-42% -$1.51M 0.07% 312
2017
Q1
$3.18M Buy
47,736
+8,404
+21% +$559K 0.1% 231
2016
Q4
$2.57M Buy
39,332
+10,637
+37% +$694K 0.08% 257
2016
Q3
$2.03M Sell
28,695
-7,200
-20% -$510K 0.07% 322
2016
Q2
$2.65M Sell
35,895
-502
-1% -$37.1K 0.09% 248
2016
Q1
$2.36M Buy
36,397
+6,682
+22% +$434K 0.09% 274
2015
Q4
$2.29M Buy
29,715
+902
+3% +$69.5K 0.08% 276
2015
Q3
$2.37M Buy
28,813
+96
+0.3% +$7.91K 0.09% 260
2015
Q2
$2.53M Buy
28,717
+4,145
+17% +$365K 0.09% 267
2015
Q1
$2.17M Sell
24,572
-25,817
-51% -$2.28M 0.07% 299
2014
Q4
$4.18M Buy
50,389
+27,339
+119% +$2.27M 0.14% 160
2014
Q3
$1.94M Buy
23,050
+309
+1% +$26.1K 0.07% 311
2014
Q2
$1.85M Buy
22,741
+431
+2% +$35K 0.06% 329
2014
Q1
$1.7M Buy
22,310
+516
+2% +$39.3K 0.06% 337
2013
Q4
$1.57M Sell
21,794
-1,132
-5% -$81.5K 0.05% 340
2013
Q3
$1.58M Sell
22,926
-5,284
-19% -$363K 0.06% 332
2013
Q2
$1.79M Buy
+28,210
New +$1.79M 0.07% 287