Parkside Financial 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 | $559K | Buy |
4,623
+166
| +4% | +$20.1K | 0.06% | 222 |
|
|
2025
Q1 | $497K | Buy |
4,457
+742
| +20% | +$82.7K | 0.06% | 216 |
|
|
2024
Q4 | $361K | Buy |
3,715
+22
| +0.6% | +$2.14K | 0.05% | 253 |
|
|
2024
Q3 | $425K | Sell |
3,693
-293
| -7% | -$33.7K | 0.06% | 221 |
|
|
2024
Q2 | $424K | Sell |
3,986
-181
| -4% | -$19.3K | 0.07% | 213 |
|
|
2024
Q1 | $403K | Sell |
4,167
-1,246
| -23% | -$121K | 0.06% | 219 |
|
|
2023
Q4 | $547K | Buy |
5,413
+2,355
| +77% | +$238K | 0.1% | 160 |
|
|
2023
Q3 | $312K | Hold |
3,058
| – | – | 0.07% | 197 |
|
|
2023
Q2 | $309K | Sell |
3,058
-92
| -3% | -$9.29K | 0.07% | 196 |
|
|
2023
Q1 | $290K | Sell |
3,150
-39
| -1% | -$3.59K | 0.08% | 178 |
|
|
2022
Q4 | $289K | Buy |
3,189
+39
| +1% | +$3.54K | 0.08% | 176 |
|
|
2022
Q3 | $240K | Sell |
3,150
-35
| -1% | -$2.67K | 0.08% | 189 |
|
|
2022
Q2 | $269K | Buy |
3,185
+10
| +0.3% | +$845 | 0.08% | 178 |
|
|
2022
Q1 | $279K | Buy |
3,175
+89
| +3% | +$7.82K | 0.07% | 187 |
|
|
2021
Q4 | $270K | Sell |
3,086
-647
| -17% | -$56.6K | 0.07% | 202 |
|
|
2021
Q3 | $306K | Buy |
3,733
+24
| +0.6% | +$1.97K | 0.09% | 154 |
|
|
2021
Q2 | $339K | Buy |
3,709
+138
| +4% | +$12.6K | 0.1% | 143 |
|
|
2021
Q1 | $305K | Sell |
3,571
-148
| -4% | -$12.6K | 0.09% | 147 |
|
|
2020
Q4 | $352K | Buy |
3,719
+130
| +4% | +$12.3K | 0.11% | 133 |
|
|
2020
Q3 | $312K | Sell |
3,589
-1,440
| -29% | -$125K | 0.11% | 127 |
|
|
2020
Q2 | $440K | Sell |
5,029
-56
| -1% | -$4.9K | 0.14% | 103 |
|
|
2020
Q1 | $419K | Sell |
5,085
-313
| -6% | -$25.8K | 0.16% | 90 |
|
|
2019
Q4 | $511K | Buy |
5,398
+58
| +1% | +$5.49K | 0.15% | 96 |
|
|
2019
Q3 | $464K | Buy |
5,340
+100
| +2% | +$8.69K | 0.15% | 102 |
|
|
2019
Q2 | $478K | Sell |
5,240
-674
| -11% | -$61.5K | 0.15% | 98 |
|
|
2019
Q1 | $509K | Buy |
5,914
+7
| +0.1% | +$602 | 0.17% | 93 |
|
|
2018
Q4 | $454K | Sell |
5,907
-151
| -2% | -$11.6K | 0.16% | 88 |
|
|
2018
Q3 | $468K | Buy |
6,058
+852
| +16% | +$65.8K | 0.16% | 104 |
|
|
2018
Q2 | $352K | Sell |
5,206
-46
| -0.9% | -$3.11K | 0.13% | 126 |
|
|
2018
Q1 | $381K | Sell |
5,252
-145
| -3% | -$10.5K | 0.14% | 115 |
|
|
2017
Q4 | $406K | Buy |
5,397
+395
| +8% | +$29.7K | 0.15% | 109 |
|
|
2017
Q3 | $384K | Sell |
5,002
-11
| -0.2% | -$844 | 0.15% | 106 |
|
|
2017
Q2 | $375K | Buy |
5,013
+35
| +0.7% | +$2.62K | 0.15% | 105 |
|
|
2017
Q1 | $331K | Sell |
4,978
-573
| -10% | -$38.1K | 0.14% | 114 |
|
|
2016
Q4 | $362K | Buy |
5,551
+4,291
| +341% | +$280K | 0.16% | 116 |
|
|
2016
Q3 | $89K | Sell |
1,260
-51
| -4% | -$3.6K | 0.04% | 252 |
|
|
2016
Q2 | $97K | Hold |
1,311
| – | – | 0.05% | 224 |
|
|
2016
Q1 | $85K | Hold |
1,311
| – | – | 0.04% | 238 |
|
|
2015
Q4 | $101K | Hold |
1,311
| – | – | 0.05% | 224 |
|
|
2015
Q3 | $108K | Buy |
+1,311
| New | +$108K | 0.06% | 193 |
|
|
2014
Q2 | – | Sell |
-3,427
| Closed | -$261K | – | 184 |
|
|
2014
Q1 | $261K | Sell |
3,427
-502
| -13% | -$38.2K | 0.16% | 128 |
|
|
2013
Q4 | $282K | Buy |
3,929
+386
| +11% | +$27.7K | 0.19% | 116 |
|
|
2013
Q3 | $244K | Hold |
3,543
| – | – | 0.19% | 112 |
|
|
2013
Q2 | $225K | Buy |
+3,543
| New | +$225K | 0.18% | 117 |
|