SSWM
Sheets Smith Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
2,450
| – | – | 0.03% | 342 |
|
|
2025
Q1 | $273K | Hold |
2,450
| – | – | 0.03% | 309 |
|
|
2024
Q4 | $238K | Hold |
2,450
| – | – | 0.03% | 345 |
|
|
2024
Q3 | $282K | Hold |
2,450
| – | – | 0.03% | 321 |
|
|
2024
Q2 | $261K | Sell |
2,450
-175
| -7% | -$18.6K | 0.03% | 331 |
|
|
2024
Q1 | $254K | Buy |
2,625
+175
| +7% | +$16.9K | 0.03% | 340 |
|
|
2023
Q4 | $247K | Hold |
2,450
| – | – | 0.04% | 304 |
|
|
2023
Q3 | $250K | Hold |
2,450
| – | – | 0.04% | 286 |
|
|
2023
Q2 | $247K | Hold |
2,450
| – | – | 0.04% | 293 |
|
|
2023
Q1 | $225K | Hold |
2,450
| – | – | 0.03% | 290 |
|
|
2022
Q4 | $222K | Buy |
+2,450
| New | +$222K | 0.03% | 280 |
|
|
2022
Q3 | – | Sell |
-2,450
| Closed | -$207K | – | 310 |
|
|
2022
Q2 | $207K | Hold |
2,450
| – | – | 0.03% | 286 |
|
|
2022
Q1 | $215K | Hold |
2,450
| – | – | 0.03% | 330 |
|
|
2021
Q4 | $214K | Hold |
2,450
| – | – | 0.03% | 351 |
|
|
2021
Q3 | $200K | Hold |
2,450
| – | – | 0.03% | 355 |
|
|
2021
Q2 | $224K | Sell |
2,450
-80
| -3% | -$7.31K | 0.03% | 339 |
|
|
2021
Q1 | $216K | Sell |
2,530
-230
| -8% | -$19.6K | 0.03% | 313 |
|
|
2020
Q4 | $261K | Sell |
2,760
-50
| -2% | -$4.73K | 0.04% | 292 |
|
|
2020
Q3 | $244K | Hold |
2,810
| – | – | 0.04% | 263 |
|
|
2020
Q2 | $245K | Hold |
2,810
| – | – | 0.05% | 218 |
|
|
2020
Q1 | $232K | Hold |
2,810
| – | – | 0.05% | 232 |
|
|
2019
Q4 | $266K | Hold |
2,810
| – | – | 0.05% | 283 |
|
|
2019
Q3 | $244K | Hold |
2,810
| – | – | 0.05% | 275 |
|
|
2019
Q2 | $257K | Hold |
2,810
| – | -$29.8K | 0.05% | 282 |
|
|
2019
Q1 | $270K | Buy |
2,810
+160
| +6% | +$15.4K | 0.06% | 282 |
|
|
2018
Q4 | $227K | Hold |
2,650
| – | – | 0.06% | 254 |
|
|
2018
Q3 | $228K | Hold |
2,650
| – | – | 0.05% | 315 |
|
|
2018
Q2 | $200K | Hold |
2,650
| – | – | 0.05% | 299 |
|
|
2018
Q1 | $214K | Hold |
2,650
| – | – | 0.05% | 292 |
|
|
2017
Q4 | $222K | Buy |
2,650
+100
| +4% | +$8.33K | 0.05% | 301 |
|
|
2017
Q3 | $219K | Hold |
2,550
| – | – | 0.06% | 291 |
|
|
2017
Q2 | $213K | Buy |
+2,550
| New | +$213K | 0.06% | 281 |
|
|
2016
Q4 | – | Sell |
-2,550
| Closed | -$201K | – | 292 |
|
|
2016
Q3 | $201K | Sell |
2,550
-40
| -2% | -$3.11K | 0.06% | 250 |
|
|
2016
Q2 | $214K | Buy |
+2,590
| New | +$214K | 0.06% | 238 |
|
|
2016
Q1 | – | Sell |
-2,590
| Closed | -$223K | – | 254 |
|
|
2015
Q4 | $223K | Sell |
2,590
-290
| -10% | -$25K | 0.07% | 209 |
|
|
2015
Q3 | $265K | Hold |
2,880
| – | – | 0.09% | 170 |
|
|
2015
Q2 | $283K | Hold |
2,880
| – | – | 0.08% | 194 |
|
|
2015
Q1 | $284K | Hold |
2,880
| – | – | 0.08% | 192 |
|
|
2014
Q4 | $267K | Hold |
2,880
| – | – | 0.07% | 207 |
|
|
2014
Q3 | $271K | Hold |
2,880
| – | – | 0.07% | 201 |
|
|
2014
Q2 | $261K | Hold |
2,880
| – | – | 0.07% | 214 |
|
|
2014
Q1 | $245K | Sell |
2,880
-1,200
| -29% | -$102K | 0.07% | 211 |
|
|
2013
Q4 | $328K | Hold |
4,080
| – | – | 0.09% | 204 |
|
|
2013
Q3 | $313K | Buy |
4,080
+281
| +7% | +$21.5K | 0.1% | 198 |
|
|
2013
Q2 | $269K | Buy |
+3,799
| New | +$269K | 0.09% | 200 |
|