SevenBridge Financial Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
9,261
-1,267
-12% -$151K 0.19% 115
2025
Q1
$1.15M Sell
10,528
-2,805
-21% -$306K 0.23% 115
2024
Q4
$1.44M Sell
13,333
-710
-5% -$76.5K 0.27% 94
2024
Q3
$1.48M Sell
14,043
-330
-2% -$34.9K 0.29% 89
2024
Q2
$1.58M Hold
14,373
0.35% 77
2024
Q1
$1.4M Sell
14,373
-1,076
-7% -$105K 0.32% 84
2023
Q4
$1.56M Hold
15,449
0.37% 76
2023
Q3
$1.57M Sell
15,449
-88
-0.6% -$8.96K 0.41% 74
2023
Q2
$1.57M Sell
15,537
-228
-1% -$23K 0.4% 70
2023
Q1
$1.45M Sell
15,765
-56
-0.4% -$5.15K 0.4% 72
2022
Q4
$1.44M Buy
15,821
+69
+0.4% +$6.26K 0.42% 64
2022
Q3
$1.2M Buy
15,752
+1,285
+9% +$97.6K 0.41% 69
2022
Q2
$1.22M Buy
14,467
+12
+0.1% +$1.01K 0.49% 56
2022
Q1
$1.27M Sell
14,455
-362
-2% -$31.8K 0.45% 59
2021
Q4
$1.3M Sell
14,817
-278
-2% -$24.3K 0.39% 70
2021
Q3
$1.23M Sell
15,095
-368
-2% -$30.1K 0.41% 66
2021
Q2
$1.41M Buy
15,463
+69
+0.4% +$6.3K 0.46% 66
2021
Q1
$1.32M Hold
15,394
0.48% 62
2020
Q4
$1.45M Hold
15,394
0.57% 52
2020
Q3
$1.34M Sell
15,394
-128
-0.8% -$11.1K 0.61% 52
2020
Q2
$1.36M Sell
15,522
-12
-0.1% -$1.05K 0.67% 44
2020
Q1
$1.28M Sell
15,534
-191
-1% -$15.8K 0.74% 42
2019
Q4
$1.49M Sell
15,725
-603
-4% -$57.1K 0.39% 46
2019
Q3
$1.42M Sell
16,328
-152
-0.9% -$13.2K 0.75% 45
2019
Q2
$1.51M Sell
16,480
-2,286
-12% -$209K 0.54% 41
2019
Q1
$1.62M Sell
18,766
-139
-0.7% -$12K 0.61% 38
2018
Q4
$1.45M Sell
18,905
-141
-0.7% -$10.8K 0.89% 36
2018
Q3
$1.47M Sell
19,046
-452
-2% -$34.9K 0.78% 40
2018
Q2
$1.32M Sell
19,498
-432
-2% -$29.2K 0.74% 43
2018
Q1
$1.44M Sell
19,930
-276
-1% -$20K 0.83% 39
2017
Q4
$1.52M Sell
20,206
-732
-3% -$55.1K 0.84% 39
2017
Q3
$1.61M Buy
20,938
+1,254
+6% +$96.5K 0.92% 35
2017
Q2
$1.47M Buy
19,684
+84
+0.4% +$6.28K 0.9% 37
2017
Q1
$1.3M Sell
19,600
-665
-3% -$43.9K 0.85% 37
2016
Q4
$1.39M Hold
20,265
1.01% 28
2016
Q3
$1.39M Sell
20,265
-1,747
-8% -$120K 1.02% 28
2016
Q2
$1.63M Buy
+22,012
New +$1.63M 1.14% 18