SCM
Schnieders Capital Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,671
| New | +$202K | 0.04% | 217 |
|
|
2018
Q2 | – | Sell |
-2,931
| Closed | -$237K | – | 153 |
|
|
2018
Q1 | $237K | Buy |
2,931
+100
| +4% | +$8.09K | 0.1% | 134 |
|
|
2017
Q4 | $238K | Sell |
2,831
-1,050
| -27% | -$88.3K | 0.1% | 141 |
|
|
2017
Q3 | $333K | Hold |
3,881
| – | – | 0.15% | 117 |
|
|
2017
Q2 | $324K | Buy |
3,881
+1,100
| +40% | +$91.8K | 0.15% | 123 |
|
|
2017
Q1 | $207K | Hold |
2,781
| – | – | 0.1% | 147 |
|
|
2016
Q4 | $203K | Hold |
2,781
| – | – | 0.1% | 140 |
|
|
2016
Q3 | $220K | Buy |
2,781
+124
| +5% | +$9.81K | 0.12% | 126 |
|
|
2016
Q2 | $219K | Buy |
+2,657
| New | +$219K | 0.12% | 127 |
|
|
2016
Q1 | – | Sell |
-3,551
| Closed | -$306K | – | 137 |
|
|
2015
Q4 | $306K | Sell |
3,551
-479
| -12% | -$41.3K | 0.19% | 97 |
|
|
2015
Q3 | $370K | Buy |
4,030
+294
| +8% | +$27K | 0.26% | 86 |
|
|
2015
Q2 | $367K | Buy |
3,736
+1,200
| +47% | +$118K | 0.22% | 91 |
|
|
2015
Q1 | $250K | Buy |
+2,536
| New | +$250K | 0.15% | 111 |
|