Peoples Financial Services Corp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,755
-329
| -16% | -$39.8K | 0.11% | 129 |
|
|
2025
Q1 | $232K | Hold |
2,084
| – | – | 0.11% | 126 |
|
|
2024
Q4 | $203K | Sell |
2,084
-273
| -12% | -$26.6K | 0.09% | 125 |
|
|
2024
Q3 | $271K | Sell |
2,357
-40
| -2% | -$4.6K | 0.12% | 122 |
|
|
2024
Q2 | $255K | Sell |
2,397
-106
| -4% | -$11.3K | 0.12% | 120 |
|
|
2024
Q1 | $242K | Sell |
2,503
-224
| -8% | -$21.7K | 0.11% | 124 |
|
|
2023
Q4 | $275K | Hold |
2,727
| – | – | 0.12% | 125 |
|
|
2023
Q3 | $278K | Sell |
2,727
-2
| -0.1% | -$204 | 0.13% | 122 |
|
|
2023
Q2 | $275K | Hold |
2,729
| – | – | 0.12% | 126 |
|
|
2023
Q1 | $251K | Sell |
2,729
-347
| -11% | -$31.9K | 0.12% | 128 |
|
|
2022
Q4 | $279K | Hold |
3,076
| – | – | 0.13% | 127 |
|
|
2022
Q3 | $234K | Hold |
3,076
| – | – | 0.12% | 127 |
|
|
2022
Q2 | $260K | Hold |
3,076
| – | – | 0.12% | 129 |
|
|
2022
Q1 | $270K | Sell |
3,076
-200
| -6% | -$17.6K | 0.12% | 129 |
|
|
2021
Q4 | $287K | Hold |
3,276
| – | – | 0.11% | 125 |
|
|
2021
Q3 | $268K | Sell |
3,276
-150
| -4% | -$12.3K | 0.11% | 125 |
|
|
2021
Q2 | $312K | Hold |
3,426
| – | – | 0.13% | 121 |
|
|
2021
Q1 | $293K | Hold |
3,426
| – | – | 0.13% | 118 |
|
|
2020
Q4 | $324K | Hold |
3,426
| – | – | 0.15% | 102 |
|
|
2020
Q3 | $298K | Hold |
3,426
| – | – | 0.15% | 101 |
|
|
2020
Q2 | $299K | Hold |
3,426
| – | – | 0.16% | 97 |
|
|
2020
Q1 | $283K | Hold |
3,426
| – | – | 0.17% | 100 |
|
|
2019
Q4 | $324K | Hold |
3,426
| – | – | 0.15% | 103 |
|
|
2019
Q3 | $298K | Sell |
3,426
-50
| -1% | -$4.35K | 0.15% | 103 |
|
|
2019
Q2 | $317K | Sell |
3,476
-403
| -10% | -$36.8K | 0.16% | 100 |
|
|
2019
Q1 | $334K | Hold |
3,879
| – | – | 0.17% | 96 |
|
|
2018
Q4 | $298K | Hold |
3,879
| – | – | 0.17% | 97 |
|
|
2018
Q3 | $299K | Sell |
3,879
-558
| -13% | -$43K | 0.15% | 97 |
|
|
2018
Q2 | $301K | Hold |
4,437
| – | – | 0.17% | 92 |
|
|
2018
Q1 | $322K | Sell |
4,437
-163
| -4% | -$11.8K | 0.18% | 92 |
|
|
2017
Q4 | $346K | Hold |
4,600
| – | – | 0.19% | 92 |
|
|
2017
Q3 | $354K | Hold |
4,600
| – | – | 0.2% | 90 |
|
|
2017
Q2 | $344K | Hold |
4,600
| – | – | 0.2% | 88 |
|
|
2017
Q1 | $306K | Buy |
4,600
+2,232
| +94% | +$148K | 0.18% | 93 |
|
|
2016
Q4 | $175K | Hold |
2,368
| – | – | 0.11% | 102 |
|
|
2016
Q3 | $168K | Hold |
2,368
| – | – | 0.1% | 107 |
|
|
2016
Q2 | $175K | Hold |
2,368
| – | – | 0.11% | 102 |
|
|
2016
Q1 | $154K | Hold |
2,368
| – | – | 0.1% | 107 |
|
|
2015
Q4 | $183K | Hold |
2,368
| – | – | 0.12% | 100 |
|
|
2015
Q3 | $195K | Hold |
2,368
| – | – | 0.14% | 100 |
|
|
2015
Q2 | $209K | Hold |
2,368
| – | – | 0.14% | 98 |
|
|
2015
Q1 | $209K | Hold |
2,368
| – | – | 0.14% | 97 |
|
|
2014
Q4 | $196K | Sell |
2,368
-447
| -16% | -$37K | 0.13% | 95 |
|
|
2014
Q3 | $237K | Buy |
2,815
+224
| +9% | +$18.9K | 0.16% | 90 |
|
|
2014
Q2 | $211K | Hold |
2,591
| – | – | 0.13% | 98 |
|
|
2014
Q1 | $198K | Sell |
2,591
-1,005
| -28% | -$76.8K | 0.15% | 95 |
|
|
2013
Q4 | $259K | Buy |
+3,596
| New | +$259K | 0.17% | 93 |
|