Caldwell Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
3,127
-140
|
|
||||
|
2025
Q1 | $364K | Sell |
3,267
-63
|
|
||||
|
2024
Q4 | $324K | Hold |
3,330
|
|
||||
|
2024
Q3 | $383K | Hold |
3,330
|
|
||||
|
2024
Q2 | $355K | Sell |
3,330
-100
|
|
||||
|
2024
Q1 | $332K | Hold |
3,430
|
|
||||
|
2023
Q4 | $346K | Sell |
3,430
-325
|
|
||||
|
2023
Q3 | $382K | Hold |
3,755
|
|
||||
|
2023
Q2 | $379K | Hold |
3,755
|
|
||||
|
2023
Q1 | $345K | Sell |
3,755
-250
|
|
||||
|
2022
Q4 | $363K | Sell |
4,005
-1,165
|
|
||||
|
2022
Q3 | $393K | Sell |
5,170
-1
|
|
||||
|
2022
Q2 | $437K | Sell |
5,171
-255
|
|
||||
|
2022
Q1 | $476K | Sell |
5,426
-127
|
|
||||
|
2021
Q4 | $486K | Sell |
5,553
-508
|
|
||||
|
2021
Q3 | $496K | Sell |
6,061
-131
|
|
||||
|
2021
Q2 | $565K | Sell |
6,192
-230
|
|
||||
|
2021
Q1 | $549K | Sell |
6,422
-598
|
|
||||
|
2020
Q4 | $663K | Sell |
7,020
-144
|
|
||||
|
2020
Q3 | $623K | Sell |
7,164
-220
|
|
||||
|
2020
Q2 | $645K | Sell |
7,384
-225
|
|
||||
|
2020
Q1 | $627K | Sell |
7,609
-606
|
|
||||
|
2019
Q4 | $778K | Buy |
+8,215
|
|