Paradigm Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
2,228
| – | – | 0.07% | 249 |
|
|
2025
Q1 | $248K | Hold |
2,228
| – | – | 0.07% | 246 |
|
|
2024
Q4 | $217K | Sell |
2,228
-100
| -4% | -$9.73K | 0.06% | 255 |
|
|
2024
Q3 | $268K | Sell |
2,328
-100
| -4% | -$11.5K | 0.07% | 249 |
|
|
2024
Q2 | $258K | Hold |
2,428
| – | – | 0.07% | 242 |
|
|
2024
Q1 | $235K | Hold |
2,428
| – | – | 0.06% | 274 |
|
|
2023
Q4 | $245K | Hold |
2,428
| – | – | 0.06% | 282 |
|
|
2023
Q3 | $247K | Sell |
2,428
-400
| -14% | -$40.7K | 0.07% | 276 |
|
|
2023
Q2 | $285K | Sell |
2,828
-1,285
| -31% | -$130K | 0.08% | 262 |
|
|
2023
Q1 | $378K | Sell |
4,113
-100
| -2% | -$9.2K | 0.1% | 239 |
|
|
2022
Q4 | $382K | Hold |
4,213
| – | – | 0.11% | 249 |
|
|
2022
Q3 | $320K | Buy |
4,213
+1,200
| +40% | +$91.2K | 0.11% | 244 |
|
|
2022
Q2 | $255K | Hold |
3,013
| – | – | 0.08% | 277 |
|
|
2022
Q1 | $264K | Hold |
3,013
| – | – | 0.07% | 274 |
|
|
2021
Q4 | $264K | Buy |
+3,013
| New | +$264K | 0.07% | 280 |
|