FAM
Formidable Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
3,550
| – | – | 0.07% | 270 |
|
|
2025
Q1 | $396K | Buy |
3,550
+285
| +9% | +$31.8K | 0.07% | 267 |
|
|
2024
Q4 | $318K | Hold |
3,265
| – | – | 0.05% | 294 |
|
|
2024
Q3 | $376K | Sell |
3,265
-502
| -13% | -$57.7K | 0.06% | 260 |
|
|
2024
Q2 | $401K | Buy |
3,767
+101
| +3% | +$10.8K | 0.06% | 264 |
|
|
2024
Q1 | $355K | Buy |
3,666
+300
| +9% | +$29K | 0.06% | 265 |
|
|
2023
Q4 | $340K | Buy |
+3,366
| New | +$340K | 0.07% | 209 |
|
|
2023
Q2 | – | Sell |
-3,396
| Closed | -$314K | – | 313 |
|
|
2023
Q1 | $314K | Hold |
3,396
| – | – | 0.07% | 220 |
|
|
2022
Q4 | $308K | Buy |
+3,396
| New | +$308K | 0.07% | 225 |
|
|
2022
Q2 | – | Sell |
-3,396
| Closed | -$298K | – | 341 |
|
|
2022
Q1 | $298K | Buy |
+3,396
| New | +$298K | 0.06% | 255 |
|
|
2021
Q4 | – | Sell |
-3,503
| Closed | -$286K | – | 343 |
|
|
2021
Q3 | $286K | Hold |
3,503
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $321K | Sell |
3,503
-178
| -5% | -$16.3K | 0.07% | 225 |
|
|
2021
Q1 | $317K | Hold |
3,681
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $347K | Hold |
3,681
| – | – | 0.08% | 192 |
|
|
2020
Q3 | $322K | Buy |
3,681
+42
| +1% | +$3.67K | 0.09% | 171 |
|
|
2020
Q2 | $320K | Buy |
+3,639
| New | +$320K | 0.09% | 174 |
|
|
2017
Q4 | – | Sell |
-5,286
| Closed | -$454K | – | 171 |
|
|
2017
Q3 | $454K | Buy |
+5,286
| New | +$454K | 0.19% | 115 |
|
|
2017
Q2 | – | Sell |
-6,740
| Closed | -$525K | – | 184 |
|
|
2017
Q1 | $525K | Sell |
6,740
-375
| -5% | -$29.2K | 0.23% | 104 |
|
|
2016
Q4 | $518K | Sell |
7,115
-471
| -6% | -$34.3K | 0.26% | 98 |
|
|
2016
Q3 | $599K | Hold |
7,586
| – | – | 0.3% | 89 |
|
|
2016
Q2 | $630K | Buy |
7,586
+185
| +2% | +$15.4K | 0.35% | 78 |
|
|
2016
Q1 | $566K | Sell |
7,401
-1,569
| -17% | -$120K | 0.4% | 68 |
|
|
2015
Q4 | $762K | Sell |
8,970
-525
| -6% | -$44.6K | 0.53% | 38 |
|
|
2015
Q3 | $872K | Buy |
+9,495
| New | +$872K | 0.58% | 38 |
|
|
2014
Q3 | – | Sell |
-10,800
| Closed | -$978K | – | 496 |
|
|
2014
Q2 | $978K | Buy |
+10,800
| New | +$978K | 0.59% | 34 |
|
|
2014
Q1 | – | Sell |
-10,845
| Closed | -$878K | – | 481 |
|
|
2013
Q4 | $878K | Buy |
+10,845
| New | +$878K | 0.59% | 32 |
|