Brighton Jones LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
6,002
-5
| -0.1% | -$605 | 0.02% | 408 |
|
|
2025
Q1 | $670K | Sell |
6,007
-146
| -2% | -$16.3K | 0.02% | 321 |
|
|
2024
Q4 | $599K | Buy |
6,153
+2,666
| +76% | +$259K | 0.02% | 350 |
|
|
2024
Q3 | $401K | Sell |
3,487
-1,912
| -35% | -$220K | 0.02% | 364 |
|
|
2024
Q2 | $575K | Buy |
5,399
+495
| +10% | +$52.7K | 0.02% | 326 |
|
|
2024
Q1 | $474K | Buy |
4,904
+251
| +5% | +$24.3K | 0.02% | 358 |
|
|
2023
Q4 | $470K | Buy |
4,653
+7
| +0.2% | +$707 | 0.02% | 334 |
|
|
2023
Q3 | $473K | Buy |
4,646
+129
| +3% | +$13.1K | 0.02% | 300 |
|
|
2023
Q2 | $456K | Buy |
4,517
+414
| +10% | +$41.8K | 0.02% | 309 |
|
|
2023
Q1 | $377K | Buy |
4,103
+46
| +1% | +$4.23K | 0.02% | 337 |
|
|
2022
Q4 | $368K | Sell |
4,057
-955
| -19% | -$86.6K | 0.02% | 292 |
|
|
2022
Q3 | $381K | Buy |
5,012
+394
| +9% | +$30K | 0.02% | 287 |
|
|
2022
Q2 | $390K | Sell |
4,618
-480
| -9% | -$40.5K | 0.02% | 290 |
|
|
2022
Q1 | $447K | Buy |
5,098
+61
| +1% | +$5.35K | 0.02% | 296 |
|
|
2021
Q4 | $441K | Sell |
5,037
-212
| -4% | -$18.6K | 0.02% | 303 |
|
|
2021
Q3 | $429K | Buy |
5,249
+1,164
| +28% | +$95.1K | 0.02% | 297 |
|
|
2021
Q2 | $373K | Buy |
4,085
+269
| +7% | +$24.6K | 0.02% | 305 |
|
|
2021
Q1 | $326K | Sell |
3,816
-230
| -6% | -$19.6K | 0.02% | 298 |
|
|
2020
Q4 | $382K | Buy |
4,046
+32
| +0.8% | +$3.02K | 0.02% | 254 |
|
|
2020
Q3 | $349K | Buy |
4,014
+1,610
| +67% | +$140K | 0.02% | 234 |
|
|
2020
Q2 | $210K | Sell |
2,404
-1,087
| -31% | -$95K | 0.02% | 271 |
|
|
2020
Q1 | $288K | Buy |
3,491
+148
| +4% | +$12.2K | 0.03% | 217 |
|
|
2019
Q4 | $317K | Buy |
3,343
+324
| +11% | +$30.7K | 0.03% | 232 |
|
|
2019
Q3 | $262K | Sell |
3,019
-19
| -0.6% | -$1.65K | 0.03% | 246 |
|
|
2019
Q2 | $277K | Sell |
3,038
-1,058
| -26% | -$96.5K | 0.03% | 236 |
|
|
2019
Q1 | $353K | Buy |
4,096
+656
| +19% | +$56.5K | 0.04% | 208 |
|
|
2018
Q4 | $264K | Sell |
3,440
-21
| -0.6% | -$1.61K | 0.04% | 208 |
|
|
2018
Q3 | $267K | Sell |
3,461
-15
| -0.4% | -$1.16K | 0.03% | 218 |
|
|
2018
Q2 | $235K | Sell |
3,476
-258
| -7% | -$17.4K | 0.03% | 264 |
|
|
2018
Q1 | $271K | Sell |
3,734
-69
| -2% | -$5.01K | 0.04% | 229 |
|
|
2017
Q4 | $286K | Buy |
3,803
+376
| +11% | +$28.3K | 0.03% | 224 |
|
|
2017
Q3 | $264K | Sell |
3,427
-86
| -2% | -$6.63K | 0.03% | 226 |
|
|
2017
Q2 | $263K | Buy |
+3,513
| New | +$263K | 0.04% | 209 |
|
|
2016
Q4 | – | Sell |
-3,878
| Closed | -$274K | – | 172 |
|
|
2016
Q3 | $274K | Buy |
3,878
+5
| +0.1% | +$354 | 0.04% | 191 |
|
|
2016
Q2 | $286K | Buy |
3,873
+630
| +19% | +$46.5K | 0.05% | 161 |
|
|
2016
Q1 | $211K | Buy |
+3,243
| New | +$211K | 0.04% | 192 |
|
|
2015
Q3 | – | Sell |
-2,793
| Closed | -$246K | – | 206 |
|
|
2015
Q2 | $246K | Buy |
2,793
+18
| +0.6% | +$1.59K | 0.06% | 160 |
|
|
2015
Q1 | $245K | Buy |
2,775
+55
| +2% | +$4.86K | 0.06% | 161 |
|
|
2014
Q4 | $226K | Sell |
2,720
-249
| -8% | -$20.7K | 0.05% | 172 |
|
|
2014
Q3 | $250K | Sell |
2,969
-68
| -2% | -$5.73K | 0.06% | 169 |
|
|
2014
Q2 | $246K | Sell |
3,037
-467
| -13% | -$37.8K | 0.06% | 161 |
|
|
2014
Q1 | $267K | Buy |
+3,504
| New | +$267K | 0.06% | 147 |
|
|
2013
Q3 | – | Sell |
-3,842
| Closed | -$243K | – | 175 |
|
|
2013
Q2 | $243K | Buy |
+3,842
| New | +$243K | 0.07% | 103 |
|