NewSquare Capital’s Novartis NVS Stock Holding History

NewSquare Capital’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$64.1K	Buy	530 +399	+305%	+$48.3K	﹤0.01%	250
2025 Q1	$14.6K	Buy	131 +78	+147%	+$8.7K	﹤0.01%	442
2024 Q4	$5.16K	Buy	+53	New	+$5.16K	﹤0.01%	362
2023 Q4	–	Sell	-154	Closed	-$15.7K	–	596
2023 Q3	$15.7K	Buy	154 +138	+863%	+$14.1K	﹤0.01%	270
2023 Q2	$1.62K	Sell	16 -25	-61%	-$2.52K	﹤0.01%	548
2023 Q1	$3.77K	Buy	41 +16	+64%	+$1.47K	﹤0.01%	489
2022 Q4	$2.27K	Hold	25	–	–	﹤0.01%	469
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	357
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	328
2022 Q1	$2K	Sell	25 -59	-70%	-$4.72K	﹤0.01%	346
2021 Q4	$7K	Sell	84 -25	-23%	-$2.08K	﹤0.01%	304
2021 Q3	$9K	Hold	109	–	–	﹤0.01%	278
2021 Q2	$10K	Hold	109	–	–	﹤0.01%	265
2021 Q1	$9K	Hold	109	–	–	﹤0.01%	246
2020 Q4	$10K	Hold	109	–	–	﹤0.01%	233
2020 Q3	$9K	Hold	109	–	–	﹤0.01%	235
2020 Q2	$10K	Hold	109	–	–	﹤0.01%	227
2020 Q1	$9K	Buy	109 +59	+118%	+$4.87K	﹤0.01%	245
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	259
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	238
2019 Q2	$5K	Sell	50 -6	-11%	-$600	﹤0.01%	292
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	277
2018 Q4	$4K	Buy	+56	New	+$4K	﹤0.01%	279
2018 Q1	–	Hold	0	–	–	–	355
2017 Q4	–	Sell	-36	Closed	-$3K	–	355
2017 Q3	$3K	Sell	36 -310	-90%	-$25.8K	﹤0.01%	297
2017 Q2	$26K	Buy	346 +9	+3%	+$676	0.01%	155
2017 Q1	$22K	Hold	337	–	–	0.01%	166
2016 Q4	$22K	Sell	337 -352	-51%	-$23K	0.01%	179
2016 Q3	$49K	Hold	689	–	–	0.01%	157
2016 Q2	$51K	Buy	689 +15	+2%	+$1.11K	0.01%	162
2016 Q1	$44K	Buy	674 +533	+378%	+$34.8K	0.01%	172
2015 Q4	$11K	Hold	141	–	–	﹤0.01%	226
2015 Q3	$12K	Hold	141	–	–	﹤0.01%	216
2015 Q2	$12K	Hold	141	–	–	﹤0.01%	231
2015 Q1	$12K	Hold	141	–	–	﹤0.01%	217
2014 Q4	$12K	Hold	141	–	–	﹤0.01%	232
2014 Q3	$12K	Hold	141	–	–	﹤0.01%	238
2014 Q2	$11K	Hold	141	–	–	﹤0.01%	215
2014 Q1	$11K	Hold	141	–	–	﹤0.01%	200
2013 Q4	$10K	Hold	141	–	–	﹤0.01%	186
2013 Q3	$10K	Buy	+141	New	+$10K	﹤0.01%	167