Patriot Financial Group Insurance Agency’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.16M | Buy |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $142K | Sell |
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|
2021
Q3 | $136K | Buy |
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|
2021
Q2 | $149K | Sell |
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|
2021
Q1 | $164K | Buy |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $79K | Buy |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q2 | $6K | Sell |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | $2K | Buy |
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