Bourgeon Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $41.4K | Buy |
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|
2023
Q3 | $39.3K | Buy |
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|
2023
Q2 | $35.3K | Hold |
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|
2023
Q1 | $32.2K | Hold |
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|
2022
Q4 | $31.8K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $68K | Sell |
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|
2020
Q4 | $5.64M | Sell |
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|
2020
Q3 | $5.29M | Buy |
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|
2020
Q2 | $5.26M | Buy |
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|
2020
Q1 | $4.63M | Buy |
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|
2019
Q4 | $5.24M | Sell |
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|
2019
Q3 | $4.9M | Buy |
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|
2019
Q2 | $5.11M | Sell |
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|
2019
Q1 | $5.4M | Sell |
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|
2018
Q4 | $4.84M | Sell |
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|
2018
Q3 | $5.99M | Buy |
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|
2018
Q2 | $4.98M | Sell |
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|
2018
Q1 | $5.41M | Buy |
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|
2017
Q4 | $5.39M | Sell |
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|
2017
Q3 | $5.59M | Buy |
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|
2017
Q2 | $5.43M | Buy |
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|
2017
Q1 | $3.75M | Buy |
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|
2016
Q4 | $3.65M | Sell |
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|
2016
Q3 | $4.05M | Sell |
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|
2016
Q2 | $4.53M | Buy |
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|
2016
Q1 | $3.77M | Sell |
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|
2015
Q4 | $4.58M | Buy |
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|
2015
Q3 | $4.03M | Sell |
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|
2015
Q2 | $4.36M | Buy |
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|
2015
Q1 | $4.36M | Sell |
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|
2014
Q4 | $4.16M | Sell |
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|
2014
Q3 | $5.29M | Buy |
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|
2014
Q2 | $5.08M | Buy |
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|
2014
Q1 | $4.23M | Sell |
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|
2013
Q4 | $4.01M | Buy |
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|
2013
Q3 | $3.81M | Buy |
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|
2013
Q2 | $3.42M | Buy |
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