PGAM
Princeton Global Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
123
+85
| +224% | +$10.3K | ﹤0.01% | 471 |
|
|
2025
Q1 | $4.24K | Hold |
38
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $3.7K | Hold |
38
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $4.37K | Hold |
38
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $4.05K | Hold |
38
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $3.68K | Sell |
38
-100
| -72% | -$9.67K | ﹤0.01% | 505 |
|
|
2023
Q4 | $13.9K | Hold |
138
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $14.1K | Hold |
138
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $13.9K | Hold |
138
| – | – | ﹤0.01% | 372 |
|
|
2023
Q1 | $12.7K | Buy |
138
+38
| +38% | +$3.5K | ﹤0.01% | 388 |
|
|
2022
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $9K | Sell |
100
-9,505
| -99% | -$855K | ﹤0.01% | 462 |
|
|
2021
Q4 | $840K | Sell |
9,605
-285
| -3% | -$24.9K | 0.24% | 98 |
|
|
2021
Q3 | $809K | Sell |
9,890
-820
| -8% | -$67.1K | 0.25% | 99 |
|
|
2021
Q2 | $977K | Sell |
10,710
-472
| -4% | -$43.1K | 0.3% | 87 |
|
|
2021
Q1 | $956K | Sell |
11,182
-18
| -0.2% | -$1.54K | 0.31% | 87 |
|
|
2020
Q4 | $1.06M | Sell |
11,200
-399
| -3% | -$37.7K | 0.37% | 73 |
|
|
2020
Q3 | $1.01M | Sell |
11,599
-1,675
| -13% | -$146K | 0.41% | 70 |
|
|
2020
Q2 | $1.16M | Sell |
13,274
-165
| -1% | -$14.4K | 0.36% | 89 |
|
|
2020
Q1 | $1.11M | Buy |
13,439
+597
| +5% | +$49.2K | 0.49% | 70 |
|
|
2019
Q4 | $1.22K | Buy |
12,842
+1,305
| +11% | +$124 | 0.49% | 59 |
|
|
2019
Q3 | $993K | Buy |
11,537
+484
| +4% | +$41.7K | 0.57% | 51 |
|
|
2019
Q2 | $1.01M | Buy |
11,053
+274
| +3% | +$25K | 0.61% | 46 |
|
|
2019
Q1 | $1.04M | Buy |
10,779
+62
| +0.6% | +$5.96K | 0.71% | 40 |
|
|
2018
Q4 | $920K | Buy |
+10,717
| New | +$920K | 0.81% | 37 |
|