GC
Garde Capital’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
405
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $45.2K | Buy |
+405
| New | +$45.2K | ﹤0.01% | 325 |
|
|
2019
Q1 | – | Sell |
-7,705
| Closed | -$661K | – | 160 |
|
|
2018
Q4 | $661K | Sell |
7,705
-10
| -0.1% | -$858 | 0.12% | 94 |
|
|
2018
Q3 | $673K | Buy |
7,715
+210
| +3% | +$18.3K | 0.11% | 97 |
|
|
2018
Q2 | $567K | Buy |
7,505
+200
| +3% | +$15.1K | 0.1% | 103 |
|
|
2018
Q1 | $591K | Buy |
7,305
+105
| +1% | +$8.5K | 0.11% | 96 |
|
|
2017
Q4 | $605K | Hold |
7,200
| – | – | 0.11% | 95 |
|
|
2017
Q3 | $618K | Buy |
+7,200
| New | +$618K | 0.12% | 93 |
|
|
2016
Q4 | – | Sell |
-7,787
| Closed | -$716K | – | 148 |
|
|
2016
Q3 | $716K | Buy |
+7,787
| New | +$716K | 0.23% | 75 |
|
|
2015
Q4 | – | Sell |
-7,787
| Closed | -$716K | – | 137 |
|
|
2015
Q3 | $716K | Sell |
7,787
-1,600
| -17% | -$147K | 0.23% | 75 |
|
|
2015
Q2 | $923K | Sell |
9,387
-1,900
| -17% | -$187K | 0.28% | 70 |
|
|
2015
Q1 | $1.11M | Buy |
11,287
+537
| +5% | +$53K | 0.34% | 59 |
|
|
2014
Q4 | $996K | Buy |
+10,750
| New | +$996K | 0.31% | 68 |
|