Mark Sheptoff Financial Planning’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 | $602K | Buy |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $511K | Hold |
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|
2023
Q2 | $506K | Hold |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $604K | Sell |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $626K | Sell |
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|
2020
Q1 | $651K | Sell |
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|
2019
Q4 | $766K | Sell |
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $778K | Sell |
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|
2019
Q1 | $824K | Buy |
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|
2018
Q4 | $714K | Hold |
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|
2018
Q3 | $717K | Hold |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $689K | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.29M | Sell |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.44M | Buy |
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|
2016
Q3 | $1.47M | Buy |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.75M | Sell |
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|
2015
Q3 | $1.91M | Sell |
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|
2015
Q2 | $2.12M | Buy |
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|
2015
Q1 | $2.13M | Buy |
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|
2014
Q4 | $1.65M | Buy |
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|
2014
Q3 | $1.34M | Hold |
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|
2014
Q2 | $1.29M | Sell |
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|
2014
Q1 | $1.3M | Buy |
|