Clearstead Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.3K | Sell |
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|
2025
Q2 | $99.2K | Buy |
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|
2025
Q1 | $80.3K | Buy |
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|
2024
Q4 | $50.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $26K | Buy |
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|
2023
Q4 | $15.7K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $176K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $182K | Hold |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $189K | Hold |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $196K | Hold |
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|
2020
Q3 | $180K | Hold |
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|
2020
Q2 | $181K | Hold |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $196K | Hold |
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|
2019
Q3 | $180K | Hold |
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|
2019
Q2 | $189K | Sell |
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|
2019
Q1 | $200K | Hold |
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|
2018
Q4 | $178K | Hold |
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|
2018
Q3 | $179K | Hold |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $168K | Hold |
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|
2017
Q4 | $174K | Sell |
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|
2017
Q3 | $931K | Hold |
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|
2017
Q2 | $899K | Hold |
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|
2017
Q1 | $805K | Hold |
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|
2016
Q4 | $799K | Buy |
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