CoreFirst Bank & Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
3,430
+420
| +14% | +$50.8K | 0.23% | 79 |
|
|
2025
Q1 | $336K | Buy |
3,010
+700
| +30% | +$78K | 0.22% | 89 |
|
|
2024
Q4 | $225K | Buy |
2,310
+120
| +5% | +$11.7K | 0.13% | 111 |
|
|
2024
Q3 | $252K | Sell |
2,190
-9
| -0.4% | -$1.04K | 0.15% | 110 |
|
|
2024
Q2 | $234K | Hold |
2,199
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $213K | Sell |
2,199
-124
| -5% | -$12K | 0.13% | 122 |
|
|
2023
Q4 | $235K | Hold |
2,323
| – | – | 0.16% | 111 |
|
|
2023
Q3 | $237K | Sell |
2,323
-7
| -0.3% | -$713 | 0.17% | 109 |
|
|
2023
Q2 | $235K | Hold |
2,330
| – | – | 0.17% | 114 |
|
|
2023
Q1 | $214K | Hold |
2,330
| – | – | 0.16% | 126 |
|
|
2022
Q4 | $211K | Hold |
2,330
| – | – | 0.16% | 129 |
|
|
2022
Q3 | $177K | Hold |
2,330
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $197K | Buy |
2,330
+100
| +4% | +$8.46K | 0.16% | 128 |
|
|
2022
Q1 | $196K | Hold |
2,230
| – | – | 0.13% | 136 |
|
|
2021
Q4 | $195K | Sell |
2,230
-500
| -18% | -$43.7K | 0.13% | 138 |
|
|
2021
Q3 | $223K | Buy |
2,730
+595
| +28% | +$48.6K | 0.15% | 125 |
|
|
2021
Q2 | $195K | Hold |
2,135
| – | – | 0.13% | 138 |
|
|
2021
Q1 | $183K | Hold |
2,135
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $201K | Buy |
+2,135
| New | +$201K | 0.15% | 126 |
|