Hazlett, Burt & Watson’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,000
-20
| -1% | -$2.42K | 0.1% | 180 |
|
|
2025
Q1 | $225K | Sell |
2,020
-39
| -2% | -$4.34K | 0.1% | 180 |
|
|
2024
Q4 | $201K | Hold |
2,059
| – | – | 0.09% | 199 |
|
|
2024
Q3 | $237K | Hold |
2,059
| – | – | 0.11% | 182 |
|
|
2024
Q2 | $218K | Buy |
2,059
+1
| +0% | +$106 | 0.11% | 170 |
|
|
2024
Q1 | $199K | Hold |
2,058
| – | – | 0.12% | 172 |
|
|
2023
Q4 | $207K | Hold |
2,058
| – | – | 0.14% | 146 |
|
|
2023
Q3 | $209K | Buy |
2,058
+19
| +0.9% | +$1.93K | 0.16% | 139 |
|
|
2023
Q2 | $205K | Buy |
2,039
+39
| +2% | +$3.92K | 0.15% | 134 |
|
|
2023
Q1 | $184K | Buy |
2,000
+350
| +21% | +$32.2K | 0.15% | 131 |
|
|
2022
Q4 | $150K | Hold |
1,650
| – | – | 0.13% | 147 |
|
|
2022
Q3 | $126K | Sell |
1,650
-14
| -0.8% | -$1.07K | 0.12% | 160 |
|
|
2022
Q2 | $140K | Hold |
1,664
| – | – | 0.13% | 161 |
|
|
2022
Q1 | $146K | Buy |
+1,664
| New | +$146K | 0.12% | 172 |
|