Schulhoff & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $733K | Buy |
6,058
+4
| +0.1% | +$484 | 0.33% | 66 |
|
2025
Q1 | $675K | Sell |
6,054
-156
| -3% | -$17.4K | 0.3% | 68 |
|
2024
Q4 | $604K | Hold |
6,210
| – | – | 0.22% | 70 |
|
2024
Q3 | $714K | Hold |
6,210
| – | – | 0.3% | 67 |
|
2024
Q2 | $661K | Buy |
6,210
+6
| +0.1% | +$639 | 0.3% | 71 |
|
2024
Q1 | $600K | Buy |
6,204
+153
| +3% | +$14.8K | 0.26% | 72 |
|
2023
Q4 | $611K | Hold |
6,051
| – | – | 0.29% | 70 |
|
2023
Q3 | $616K | Hold |
6,051
| – | – | 0.31% | 66 |
|
2023
Q2 | $611K | Buy |
6,051
+4
| +0.1% | +$404 | 0.28% | 70 |
|
2023
Q1 | $556K | Hold |
6,047
| – | – | 0.26% | 71 |
|
2022
Q4 | $549K | Hold |
6,047
| – | – | 0.25% | 72 |
|
2022
Q3 | $459K | Hold |
6,047
| – | – | 0.24% | 73 |
|
2022
Q2 | $511K | Buy |
6,047
+5
| +0.1% | +$423 | 0.24% | 71 |
|
2022
Q1 | $530K | Hold |
6,042
| – | – | 0.22% | 73 |
|
2021
Q4 | $528K | Hold |
6,042
| – | – | 0.22% | 71 |
|
2021
Q3 | $494K | Hold |
6,042
| – | – | 0.22% | 73 |
|
2021
Q2 | $551K | Buy |
6,042
+4
| +0.1% | +$365 | 0.24% | 69 |
|
2021
Q1 | $516K | Hold |
6,038
| – | – | 0.24% | 71 |
|
2020
Q4 | $570K | Hold |
6,038
| – | – | 0.29% | 67 |
|
2020
Q3 | $525K | Hold |
6,038
| – | – | 0.28% | 63 |
|
2020
Q2 | $527K | Sell |
6,038
-2,038
| -25% | -$178K | 0.31% | 64 |
|
2020
Q1 | $665K | Hold |
8,076
| – | – | 0.42% | 57 |
|
2019
Q4 | $764K | Hold |
8,076
| – | – | 0.36% | 59 |
|
2019
Q3 | $701K | Sell |
8,076
-900
| -10% | -$78.1K | 0.34% | 63 |
|
2019
Q2 | $819K | Sell |
8,976
-1,037
| -10% | -$94.6K | 0.42% | 56 |
|
2019
Q1 | $862K | Hold |
10,013
| – | – | 0.46% | 54 |
|
2018
Q4 | $769K | Sell |
10,013
-446
| -4% | -$34.3K | 0.48% | 53 |
|
2018
Q3 | $807K | Buy |
10,459
+335
| +3% | +$25.8K | 0.45% | 53 |
|
2018
Q2 | $685K | Buy |
10,124
+340
| +3% | +$23K | 0.41% | 54 |
|
2018
Q1 | $708K | Buy |
9,784
+4
| +0% | +$289 | 0.42% | 55 |
|
2017
Q4 | $735K | Buy |
9,780
+224
| +2% | +$16.8K | 0.41% | 54 |
|
2017
Q3 | $735K | Buy |
9,556
+268
| +3% | +$20.6K | 0.44% | 52 |
|
2017
Q2 | $694K | Buy |
9,288
+382
| +4% | +$28.5K | 0.42% | 56 |
|
2017
Q1 | $592K | Buy |
8,906
+1,312
| +17% | +$87.2K | 0.36% | 61 |
|
2016
Q4 | $495K | Sell |
7,594
-38
| -0.5% | -$2.48K | 0.3% | 63 |
|
2016
Q3 | $540K | Buy |
7,632
+45
| +0.6% | +$3.18K | 0.33% | 60 |
|
2016
Q2 | $560K | Buy |
7,587
+6
| +0.1% | +$443 | 0.35% | 59 |
|
2016
Q1 | $492K | Buy |
7,581
+128
| +2% | +$8.31K | 0.32% | 62 |
|
2015
Q4 | $574K | Hold |
7,453
| – | – | 0.39% | 53 |
|
2015
Q3 | $613K | Buy |
7,453
+111
| +2% | +$9.13K | 0.44% | 50 |
|
2015
Q2 | $647K | Sell |
7,342
-168
| -2% | -$14.8K | 0.41% | 50 |
|
2015
Q1 | $663K | Hold |
7,510
| – | – | 0.41% | 51 |
|
2014
Q4 | $623K | Buy |
7,510
+28
| +0.4% | +$2.32K | 0.38% | 53 |
|
2014
Q3 | $631K | Sell |
7,482
-251
| -3% | -$21.2K | 0.39% | 51 |
|
2014
Q2 | $627K | Buy |
7,733
+1,639
| +27% | +$133K | 0.39% | 52 |
|
2014
Q1 | $464K | Sell |
6,094
-564
| -8% | -$42.9K | 0.31% | 57 |
|
2013
Q4 | $480K | Buy |
6,658
+195
| +3% | +$14.1K | 0.33% | 55 |
|
2013
Q3 | $444K | Buy |
6,463
+670
| +12% | +$46K | 0.32% | 57 |
|
2013
Q2 | $367K | Buy |
+5,793
| New | +$367K | 0.28% | 62 |
|