AllSquare Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $130K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $144K | Sell |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $164K | Buy |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $135K | Sell |
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|
2019
Q1 | $142K | Hold |
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|
2018
Q4 | $127K | Hold |
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|
2018
Q3 | $127K | Hold |
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|
2018
Q2 | $112K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $11K | Sell |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $18K | Buy |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | $18K | Buy |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $10K | Buy |
|