NewSquare Capital’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 | – | Sell |
-530
| Closed | -$64.1K | – | 879 |
|
|
2025
Q2 | $64.1K | Buy |
530
+399
| +305% | +$45K | ﹤0.01% | 255 |
|
|
2025
Q1 | $14.6K | Buy |
131
+78
| +147% | +$8.3K | ﹤0.01% | 447 |
|
|
2024
Q4 | $5.16K | Buy |
+53
| New | +$5.65K | ﹤0.01% | 362 |
|
|
2023
Q4 | – | Sell |
-154
| Closed | -$15.7K | – | 591 |
|
|
2023
Q3 | $15.7K | Buy |
154
+138
| +863% | +$14K | ﹤0.01% | 270 |
|
|
2023
Q2 | $1.61K | Sell |
16
-25
| -61% | -$2.5K | ﹤0.01% | 548 |
|
|
2023
Q1 | $3.77K | Buy |
41
+16
| +64% | +$1.4K | ﹤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% | -$5.11K | ﹤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% | 266 |
|
|
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% | +$5.26K | ﹤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% | -$508 | ﹤0.01% | 292 |
|
|
2019
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $4K | Buy |
+56
| New | +$4.36K | ﹤0.01% | 279 |
|
|
2017
Q4 | – | Sell |
-36
| Closed | -$2.72K | – | 354 |
|
|
2017
Q3 | $3K | Sell |
36
-310
| -90% | -$23.4K | ﹤0.01% | 297 |
|
|
2017
Q2 | $26K | Buy |
346
+9
| +3% | +$638 | 0.01% | 155 |
|
|
2017
Q1 | $22K | Hold |
337
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $22K | Sell |
337
-352
| -51% | -$22.8K | 0.01% | 179 |
|
|
2016
Q3 | $49K | Hold |
689
| – | – | 0.01% | 157 |
|
|
2016
Q2 | $51K | Buy |
689
+15
| +2% | +$1.04K | 0.01% | 162 |
|
|
2016
Q1 | $44K | Buy |
674
+533
| +378% | +$36.3K | 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 | +$9.33K | ﹤0.01% | 167 |
|
Other funds holding NVS
