EFS
Essex Financial Services’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
7,581
+373
| +5% | +$45.1K | 0.06% | 274 |
|
|
2025
Q1 | $804K | Buy |
7,208
+171
| +2% | +$19.1K | 0.06% | 281 |
|
|
2024
Q4 | $685K | Buy |
7,037
+17
| +0.2% | +$1.65K | 0.05% | 312 |
|
|
2024
Q3 | $803K | Sell |
7,020
-1,381
| -16% | -$158K | 0.06% | 287 |
|
|
2024
Q2 | $933K | Buy |
8,401
+2,154
| +34% | +$239K | 0.07% | 249 |
|
|
2024
Q1 | $604K | Sell |
6,247
-159
| -2% | -$15.4K | 0.06% | 290 |
|
|
2023
Q4 | $647K | Sell |
6,406
-175
| -3% | -$17.7K | 0.07% | 255 |
|
|
2023
Q3 | $670K | Sell |
6,581
-175
| -3% | -$17.8K | 0.08% | 234 |
|
|
2023
Q2 | $682K | Sell |
6,756
-741
| -10% | -$74.8K | 0.08% | 234 |
|
|
2023
Q1 | $690K | Buy |
7,497
+92
| +1% | +$8.46K | 0.07% | 241 |
|
|
2022
Q4 | $671K | Buy |
7,405
+1
| +0% | +$91 | 0.07% | 231 |
|
|
2022
Q3 | $563K | Sell |
7,404
-415
| -5% | -$31.6K | 0.07% | 236 |
|
|
2022
Q2 | $661K | Sell |
7,819
-273
| -3% | -$23.1K | 0.07% | 234 |
|
|
2022
Q1 | $710K | Sell |
8,092
-212
| -3% | -$18.6K | 0.07% | 237 |
|
|
2021
Q4 | $726K | Buy |
8,304
+481
| +6% | +$42.1K | 0.07% | 240 |
|
|
2021
Q3 | $640K | Buy |
7,823
+1,079
| +16% | +$88.3K | 0.07% | 243 |
|
|
2021
Q2 | $576K | Hold |
6,744
| – | – | 0.08% | 222 |
|
|
2021
Q1 | $576K | Sell |
6,744
-854
| -11% | -$72.9K | 0.1% | 186 |
|
|
2020
Q4 | $717K | Buy |
7,598
+1,942
| +34% | +$183K | 0.14% | 147 |
|
|
2020
Q3 | $492K | Buy |
5,656
+913
| +19% | +$79.4K | 0.12% | 164 |
|
|
2020
Q2 | $414K | Sell |
4,743
-433
| -8% | -$37.8K | 0.13% | 152 |
|
|
2020
Q1 | $427K | Sell |
5,176
-3,081
| -37% | -$254K | 0.15% | 141 |
|
|
2019
Q4 | $782K | Sell |
8,257
-78
| -0.9% | -$7.39K | 0.22% | 109 |
|
|
2019
Q3 | $724K | Buy |
8,335
+33
| +0.4% | +$2.87K | 0.23% | 99 |
|
|
2019
Q2 | $758K | Sell |
8,302
-292
| -3% | -$26.7K | 0.22% | 97 |
|
|
2019
Q1 | $826K | Sell |
8,594
-15
| -0.2% | -$1.44K | 0.25% | 89 |
|
|
2018
Q4 | $739K | Sell |
8,609
-59
| -0.7% | -$5.07K | 0.23% | 93 |
|
|
2018
Q3 | $747K | Buy |
8,668
+293
| +3% | +$25.3K | 0.16% | 121 |
|
|
2018
Q2 | $633K | Sell |
8,375
-500
| -6% | -$37.8K | 0.15% | 134 |
|
|
2018
Q1 | $718K | Buy |
8,875
+197
| +2% | +$15.9K | 0.14% | 158 |
|
|
2017
Q4 | $729K | Sell |
8,678
-571
| -6% | -$48K | 0.17% | 118 |
|
|
2017
Q3 | $794K | Buy |
9,249
+30
| +0.3% | +$2.58K | 0.19% | 108 |
|
|
2017
Q2 | $770K | Sell |
9,219
-165
| -2% | -$13.8K | 0.16% | 136 |
|
|
2017
Q1 | $697K | Sell |
9,384
-690
| -7% | -$51.3K | 0.16% | 140 |
|
|
2016
Q4 | $734K | Buy |
10,074
+50
| +0.5% | +$3.64K | 0.16% | 134 |
|
|
2016
Q3 | $791K | Sell |
10,024
-605
| -6% | -$47.7K | 0.19% | 124 |
|
|
2016
Q2 | $877K | Sell |
10,629
-1,780
| -14% | -$147K | 0.21% | 108 |
|
|
2016
Q1 | $899K | Sell |
12,409
-873
| -7% | -$63.2K | 0.22% | 108 |
|
|
2015
Q4 | $1.14M | Sell |
13,282
-897
| -6% | -$77.2K | 0.27% | 87 |
|
|
2015
Q3 | $1.3M | Buy |
14,179
+29
| +0.2% | +$2.67K | 0.34% | 77 |
|
|
2015
Q2 | $1.39M | Sell |
14,150
-535
| -4% | -$52.6K | 0.36% | 72 |
|
|
2015
Q1 | $1.45M | Buy |
14,685
+240
| +2% | +$23.7K | 0.37% | 68 |
|
|
2014
Q4 | $1.34M | Sell |
14,445
-187
| -1% | -$17.3K | 0.35% | 73 |
|
|
2014
Q3 | $1.38M | Hold |
14,632
| – | – | 0.41% | 60 |
|
|
2014
Q2 | $1.33M | Sell |
14,632
-29
| -0.2% | -$2.63K | 0.4% | 63 |
|
|
2014
Q1 | $1.25M | Buy |
14,661
+370
| +3% | +$31.4K | 0.41% | 60 |
|
|
2013
Q4 | $1.15M | Sell |
14,291
-605
| -4% | -$48.6K | 0.39% | 64 |
|
|
2013
Q3 | $1.14K | Sell |
14,896
-1,126
| -7% | -$86 | 0.36% | 56 |
|
|
2013
Q2 | $1.13M | Buy |
+16,022
| New | +$1.13M | 0.4% | 59 |
|