Mascoma Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11K | Hold |
67
| – | – | ﹤0.01% | 346 |
|
|
2025
Q1 | $7.47K | Hold |
67
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $6.52K | Hold |
67
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $7.71K | Hold |
67
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $7.13K | Hold |
67
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $6.48K | Hold |
67
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $6.77K | Hold |
67
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $6.83K | Hold |
67
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $6.9K | Hold |
67
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $6.87K | Hold |
67
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $6.08K | Hold |
67
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 492 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$3K | – | 410 |
|
|
2018
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 348 |
|
|
2018
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $3K | Sell |
45
-67
| -60% | -$4.47K | ﹤0.01% | 334 |
|
|
2017
Q4 | $9K | Sell |
112
-446
| -80% | -$35.8K | 0.01% | 274 |
|
|
2017
Q3 | $43K | Hold |
558
| – | – | 0.03% | 158 |
|
|
2017
Q2 | $42K | Buy |
558
+223
| +67% | +$16.8K | 0.03% | 168 |
|
|
2017
Q1 | $22K | Hold |
335
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $22K | Buy |
+335
| New | +$22K | 0.02% | 204 |
|