Roble Belko & Company’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-470	Closed	-$46K	–	431
2024 Q4	$46K	Hold	470	–	–	0.01%	171
2024 Q3	$54K	Hold	470	–	–	0.01%	161
2024 Q2	$50K	Hold	470	–	–	0.01%	169
2024 Q1	$45K	Hold	470	–	–	0.01%	177
2023 Q4	$47K	Buy	470 +150	+47%	+$15K	0.01%	162
2023 Q3	$33K	Hold	320	–	–	0.01%	161
2023 Q2	$32K	Hold	320	–	–	0.01%	161
2023 Q1	$29K	Sell	320 -185	-37%	-$16.8K	0.01%	179
2022 Q4	$46K	Buy	505 +69	+16%	+$6.29K	0.01%	157
2022 Q3	$33K	Hold	436	–	–	0.01%	173
2022 Q2	$37K	Hold	436	–	–	0.01%	168
2022 Q1	$38K	Sell	436 -5	-1%	-$436	0.01%	177
2021 Q4	$39K	Hold	441	–	–	0.01%	170
2021 Q3	$36K	Hold	441	–	–	0.01%	161
2021 Q2	$40K	Hold	441	–	–	0.01%	171
2021 Q1	$38K	Hold	441	–	–	0.01%	164
2020 Q4	$42K	Hold	441	–	–	0.01%	145
2020 Q3	$38K	Buy	441 +36	+9%	+$3.1K	0.01%	143
2020 Q2	$35K	Hold	405	–	–	0.01%	160
2020 Q1	$33K	Hold	405	–	–	0.01%	157
2019 Q4	$38K	Hold	405	–	–	0.01%	169
2019 Q3	$35K	Hold	405	–	–	0.01%	165
2019 Q2	$37K	Sell	405 -47	-10%	-$4.29K	0.01%	161
2019 Q1	$39K	Hold	452	–	–	0.01%	129
2018 Q4	$35K	Sell	452 -667	-60%	-$51.6K	0.01%	125
2018 Q3	$35K	Hold	1,119	–	–	0.01%	125
2018 Q2	$76K	Sell	1,119 -430	-28%	-$29.2K	0.03%	91
2018 Q1	$112K	Buy	1,549 +589	+61%	+$42.6K	0.04%	76
2017 Q4	$72K	Buy	+960	New	+$72K	0.03%	98
2015 Q3	–	Sell	-469	Closed	-$41K	–	220
2015 Q2	$41K	Hold	469	–	–	0.02%	105
2015 Q1	$41K	Buy	+469	New	+$41K	0.02%	100