Patriot Financial Group Insurance Agency’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
15,617
+2,831
| +22% | +$343K | 0.22% | 118 |
|
|
2025
Q1 | $1.43M | Buy |
12,786
+655
| +5% | +$73K | 0.19% | 132 |
|
|
2024
Q4 | $1.18M | Buy |
12,131
+1,389
| +13% | +$135K | 0.16% | 151 |
|
|
2024
Q3 | $1.24M | Buy |
10,742
+1,298
| +14% | +$149K | 0.17% | 145 |
|
|
2024
Q2 | $1.01M | Buy |
9,444
+1,084
| +13% | +$115K | 0.15% | 158 |
|
|
2024
Q1 | $809K | Buy |
8,360
+1,200
| +17% | +$116K | 0.13% | 177 |
|
|
2023
Q4 | $723K | Buy |
7,160
+1,937
| +37% | +$196K | 0.14% | 179 |
|
|
2023
Q3 | $532K | Buy |
5,223
+1,291
| +33% | +$132K | 0.11% | 218 |
|
|
2023
Q2 | $397K | Buy |
3,932
+946
| +32% | +$95.5K | 0.07% | 282 |
|
|
2023
Q1 | $275K | Buy |
+2,986
| New | +$275K | 0.06% | 355 |
|
|
2022
Q3 | – | Sell |
-1,370
| Closed | -$116K | – | 1426 |
|
|
2022
Q2 | $116K | Buy |
1,370
+11
| +0.8% | +$931 | 0.02% | 509 |
|
|
2022
Q1 | $119K | Sell |
1,359
-270
| -17% | -$23.6K | 0.02% | 537 |
|
|
2021
Q4 | $142K | Sell |
1,629
-30
| -2% | -$2.62K | 0.02% | 547 |
|
|
2021
Q3 | $136K | Buy |
1,659
+25
| +2% | +$2.05K | 0.02% | 555 |
|
|
2021
Q2 | $149K | Sell |
1,634
-289
| -15% | -$26.4K | 0.03% | 501 |
|
|
2021
Q1 | $164K | Buy |
1,923
+231
| +14% | +$19.7K | 0.04% | 433 |
|
|
2020
Q4 | $160K | Buy |
1,692
+787
| +87% | +$74.4K | 0.04% | 393 |
|
|
2020
Q3 | $79K | Buy |
905
+53
| +6% | +$4.63K | 0.03% | 446 |
|
|
2020
Q2 | $74K | Sell |
852
-12
| -1% | -$1.04K | 0.03% | 425 |
|
|
2020
Q1 | $71K | Buy |
864
+773
| +849% | +$63.5K | 0.03% | 381 |
|
|
2019
Q4 | $9K | Buy |
91
+18
| +25% | +$1.78K | ﹤0.01% | 866 |
|
|
2019
Q3 | $6K | Buy |
73
+4
| +6% | +$329 | ﹤0.01% | 899 |
|
|
2019
Q2 | $6K | Sell |
69
-25
| -27% | -$2.17K | ﹤0.01% | 902 |
|
|
2019
Q1 | $8K | Buy |
94
+61
| +185% | +$5.19K | ﹤0.01% | 752 |
|
|
2018
Q4 | $3K | Buy |
33
+32
| +3,200% | +$2.91K | ﹤0.01% | 800 |
|
|
2018
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 922 |
|
|
2018
Q2 | – | Sell |
-56
| Closed | -$4K | – | 817 |
|
|
2018
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 780 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$3K | – | 936 |
|
|
2017
Q1 | $3K | Buy |
39
+6
| +18% | +$462 | ﹤0.01% | 719 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 707 |
|