BSW Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
3,486
-114
| -3% | -$13.8K | 0.06% | 191 |
|
|
2025
Q1 | $401K | Sell |
3,600
-3,569
| -50% | -$398K | 0.06% | 191 |
|
|
2024
Q4 | $698K | Sell |
7,169
-558
| -7% | -$54.3K | 0.1% | 119 |
|
|
2024
Q3 | $889K | Buy |
7,727
+637
| +9% | +$73.3K | 0.13% | 84 |
|
|
2024
Q2 | $755K | Sell |
7,090
-486
| -6% | -$51.7K | 0.12% | 98 |
|
|
2024
Q1 | $733K | Sell |
7,576
-795
| -9% | -$76.9K | 0.12% | 98 |
|
|
2023
Q4 | $845K | Buy |
8,371
+1,456
| +21% | +$147K | 0.17% | 81 |
|
|
2023
Q3 | $704K | Sell |
6,915
-121
| -2% | -$12.3K | 0.16% | 82 |
|
|
2023
Q2 | $710K | Sell |
7,036
-125
| -2% | -$12.6K | 0.15% | 88 |
|
|
2023
Q1 | $659K | Sell |
7,161
-1,819
| -20% | -$167K | 0.14% | 111 |
|
|
2022
Q4 | $815K | Buy |
8,980
+1,235
| +16% | +$112K | 0.18% | 80 |
|
|
2022
Q3 | $589K | Sell |
7,745
-781
| -9% | -$59.4K | 0.14% | 94 |
|
|
2022
Q2 | $721K | Buy |
8,526
+172
| +2% | +$14.5K | 0.17% | 83 |
|
|
2022
Q1 | $733K | Buy |
8,354
+2,617
| +46% | +$230K | 0.19% | 86 |
|
|
2021
Q4 | $502K | Sell |
5,737
-1,624
| -22% | -$142K | 0.13% | 121 |
|
|
2021
Q3 | $602K | Buy |
7,361
+4,010
| +120% | +$328K | 0.17% | 86 |
|
|
2021
Q2 | $306K | Buy |
+3,351
| New | +$306K | 0.08% | 170 |
|
|
2017
Q4 | – | Sell |
-2,850
| Closed | -$219K | – | 95 |
|
|
2017
Q3 | $219K | Buy |
2,850
+165
| +6% | +$12.7K | 0.1% | 76 |
|
|
2017
Q2 | $201K | Buy |
+2,685
| New | +$201K | 0.09% | 81 |
|
|
2015
Q4 | – | Sell |
-2,911
| Closed | -$240K | – | 68 |
|
|
2015
Q3 | $240K | Buy |
+2,911
| New | +$240K | 0.14% | 54 |
|