West Coast Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,084
| Closed | -$344K | – | 107 |
|
|
2025
Q1 | $344K | Hold |
3,084
| – | – | 0.04% | 127 |
|
|
2024
Q4 | $300K | Hold |
3,084
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $355K | Hold |
3,084
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $328K | Sell |
3,084
-44
| -1% | -$4.68K | 0.04% | 127 |
|
|
2024
Q1 | $303K | Buy |
3,128
+2
| +0.1% | +$193 | 0.04% | 130 |
|
|
2023
Q4 | $316K | Sell |
3,126
-200
| -6% | -$20.2K | 0.04% | 120 |
|
|
2023
Q3 | $339K | Hold |
3,326
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $336K | Hold |
3,326
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $306K | Sell |
3,326
-400
| -11% | -$36.8K | 0.05% | 110 |
|
|
2022
Q4 | $338K | Hold |
3,726
| – | – | 0.06% | 99 |
|
|
2022
Q3 | $283K | Sell |
3,726
-165
| -4% | -$12.5K | 0.05% | 100 |
|
|
2022
Q2 | $329K | Sell |
3,891
-45
| -1% | -$3.81K | 0.06% | 93 |
|
|
2022
Q1 | $345K | Hold |
3,936
| – | – | 0.05% | 98 |
|
|
2021
Q4 | $344K | Buy |
3,936
+361
| +10% | +$31.6K | 0.05% | 106 |
|
|
2021
Q3 | $292K | Buy |
3,575
+151
| +4% | +$12.3K | 0.05% | 108 |
|
|
2021
Q2 | $312K | Sell |
3,424
-104
| -3% | -$9.48K | 0.05% | 107 |
|
|
2021
Q1 | $302K | Sell |
3,528
-358
| -9% | -$30.6K | 0.05% | 105 |
|
|
2020
Q4 | $367K | Hold |
3,886
| – | – | 0.07% | 86 |
|
|
2020
Q3 | $338K | Sell |
3,886
-70
| -2% | -$6.09K | 0.08% | 91 |
|
|
2020
Q2 | $346K | Hold |
3,956
| – | – | 0.08% | 85 |
|
|
2020
Q1 | $326K | Sell |
3,956
-250
| -6% | -$20.6K | 0.09% | 81 |
|
|
2019
Q4 | $398K | Hold |
4,206
| – | – | 0.08% | 88 |
|
|
2019
Q3 | $366K | Buy |
4,206
+418
| +11% | +$36.4K | 0.08% | 91 |
|
|
2019
Q2 | $346K | Sell |
3,788
-774
| -17% | -$70.7K | 0.08% | 92 |
|
|
2019
Q1 | $393K | Hold |
4,562
| – | – | 0.09% | 90 |
|
|
2018
Q4 | $351K | Sell |
4,562
-639
| -12% | -$49.2K | 0.1% | 88 |
|
|
2018
Q3 | $402K | Sell |
5,201
-19
| -0.4% | -$1.47K | 0.09% | 107 |
|
|
2018
Q2 | $353K | Sell |
5,220
-1,919
| -27% | -$130K | 0.1% | 85 |
|
|
2018
Q1 | $517K | Sell |
7,139
-290
| -4% | -$21K | 0.15% | 74 |
|
|
2017
Q4 | $559K | Sell |
7,429
-1,903
| -20% | -$143K | 0.16% | 77 |
|
|
2017
Q3 | $718K | Buy |
9,332
+1,007
| +12% | +$77.5K | 0.19% | 82 |
|
|
2017
Q2 | $623K | Buy |
8,325
+184
| +2% | +$13.8K | 0.2% | 73 |
|
|
2017
Q1 | $542K | Sell |
8,141
-5,011
| -38% | -$334K | 0.17% | 84 |
|
|
2016
Q4 | $858K | Sell |
13,152
-3,421
| -21% | -$223K | 0.27% | 71 |
|
|
2016
Q3 | $1.17M | Sell |
16,573
-591
| -3% | -$41.8K | 0.38% | 65 |
|
|
2016
Q2 | $1.27M | Sell |
17,164
-1,730
| -9% | -$128K | 0.46% | 59 |
|
|
2016
Q1 | $1.23M | Sell |
18,894
-748
| -4% | -$48.5K | 0.51% | 51 |
|
|
2015
Q4 | $1.51M | Buy |
19,642
+106
| +0.5% | +$8.17K | 0.63% | 52 |
|
|
2015
Q3 | $1.61M | Buy |
19,536
+246
| +1% | +$20.3K | 0.72% | 48 |
|
|
2015
Q2 | $1.7M | Buy |
19,290
+736
| +4% | +$64.9K | 0.75% | 47 |
|
|
2015
Q1 | $1.64M | Sell |
18,554
-149
| -0.8% | -$13.2K | 0.76% | 46 |
|
|
2014
Q4 | $1.55M | Sell |
18,703
-430
| -2% | -$35.7K | 0.8% | 48 |
|
|
2014
Q3 | $1.61M | Sell |
19,133
-1,621
| -8% | -$137K | 0.91% | 45 |
|
|
2014
Q2 | $1.68M | Sell |
20,754
-6,127
| -23% | -$497K | 0.89% | 49 |
|
|
2014
Q1 | $2.05M | Sell |
26,881
-7,278
| -21% | -$554K | 1.04% | 48 |
|
|
2013
Q4 | $2.46M | Buy |
34,159
+521
| +2% | +$37.5K | 1.27% | 43 |
|
|
2013
Q3 | $2.31M | Sell |
33,638
-56
| -0.2% | -$3.85K | 1.28% | 42 |
|
|
2013
Q2 | $2.14M | Buy |
+33,694
| New | +$2.14M | 1.16% | 45 |
|