Neville Rodie & Shaw’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 | $822K | Hold |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $743K | Hold |
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|
2024
Q2 | $688K | Hold |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $914K | Hold |
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|
2022
Q4 | $901K | Hold |
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|
2022
Q3 | $755K | Hold |
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|
2022
Q2 | $840K | Hold |
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|
2022
Q1 | $871K | Hold |
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|
2021
Q4 | $869K | Hold |
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|
2021
Q3 | $812K | Hold |
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|
2021
Q2 | $906K | Hold |
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|
2021
Q1 | $849K | Hold |
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|
2020
Q4 | $938K | Hold |
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|
2020
Q3 | $864K | Hold |
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|
2020
Q2 | $867K | Hold |
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|
2020
Q1 | $819K | Hold |
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|
2019
Q4 | $940K | Hold |
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|
2019
Q3 | $863K | Hold |
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|
2019
Q2 | $907K | Sell |
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|
2019
Q1 | $955K | Hold |
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|
2018
Q4 | $852K | Hold |
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|
2018
Q3 | $856K | Hold |
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|
2018
Q2 | $750K | Hold |
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|
2018
Q1 | $803K | Hold |
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|
2017
Q4 | $834K | Hold |
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|
2017
Q3 | $853K | Hold |
|
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|
2017
Q2 | $829K | Hold |
|
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|
2017
Q1 | $738K | Hold |
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|
2016
Q4 | $723K | Hold |
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|
2016
Q3 | $784K | Hold |
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|
2016
Q2 | $819K | Hold |
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|
2016
Q1 | $719K | Hold |
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|
2015
Q4 | $855K | Hold |
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|
2015
Q3 | $913K | Sell |
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|
2015
Q2 | $987K | Hold |
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|
2015
Q1 | $989K | Sell |
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|
2014
Q4 | $939K | Sell |
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|
2014
Q3 | $967K | Buy |
|