AllSquare Wealth Management’s Novartis NVS Stock Holding History

AllSquare Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$179K	Hold	1,479	–	–	0.1%	115
2025 Q1	$165K	Hold	1,479	–	–	0.1%	118
2024 Q4	$144K	Hold	1,479	–	–	0.08%	125
2024 Q3	$170K	Hold	1,479	–	–	0.1%	119
2024 Q2	$157K	Hold	1,479	–	–	0.09%	118
2024 Q1	$143K	Hold	1,479	–	–	0.08%	127
2023 Q4	$149K	Hold	1,479	–	–	0.09%	118
2023 Q3	$151K	Hold	1,479	–	–	0.1%	113
2023 Q2	$143K	Hold	1,479	–	–	0.09%	116
2023 Q1	$136K	Hold	1,479	–	–	0.09%	121
2022 Q4	$134K	Hold	1,479	–	–	0.09%	114
2022 Q3	$112K	Hold	1,479	–	–	0.08%	119
2022 Q2	$125K	Hold	1,479	–	–	0.09%	115
2022 Q1	$130K	Hold	1,479	–	–	0.08%	123
2021 Q4	$129K	Hold	1,479	–	–	0.08%	125
2021 Q3	$121K	Sell	1,479 -100	-6%	-$8.18K	0.07%	124
2021 Q2	$144K	Sell	1,579 -304	-16%	-$27.7K	0.08%	125
2021 Q1	$161K	Hold	1,883	–	–	0.1%	112
2020 Q4	$178K	Hold	1,883	–	–	0.12%	92
2020 Q3	$164K	Buy	1,883 +226	+14%	+$19.7K	0.12%	89
2020 Q2	$145K	Buy	1,657 +178	+12%	+$15.6K	0.11%	95
2020 Q1	$122K	Hold	1,479	–	–	0.11%	97
2019 Q4	$140K	Hold	1,479	–	–	0.1%	106
2019 Q3	$129K	Hold	1,479	–	–	0.1%	106
2019 Q2	$135K	Sell	1,479 -172	-10%	-$15.7K	0.1%	99
2019 Q1	$142K	Hold	1,651	–	–	0.11%	97
2018 Q4	$127K	Hold	1,651	–	–	0.11%	94
2018 Q3	$127K	Hold	1,651	–	–	0.09%	104
2018 Q2	$112K	Buy	+1,651	New	+$112K	0.08%	113
2017 Q1	–	Sell	-143	Closed	-$9K	–	394
2016 Q4	$9K	Hold	143	–	–	0.01%	239
2016 Q3	$10K	Hold	143	–	–	0.01%	219
2016 Q2	$11K	Sell	143 -86	-38%	-$6.62K	0.01%	205
2016 Q1	$15K	Hold	229	–	–	0.01%	187
2015 Q4	$18K	Buy	229 +4	+2%	+$314	0.02%	180
2015 Q3	$19K	Buy	225 +23	+11%	+$1.94K	0.02%	173
2015 Q2	$18K	Buy	202 +80	+66%	+$7.13K	0.02%	184
2015 Q1	$11K	Hold	122	–	–	0.01%	223
2014 Q4	$10K	Buy	+122	New	+$10K	0.01%	227