Shelton Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
24,885
+17,045
| +217% | +$2.06M | 0.07% | 194 |
|
|
2025
Q1 | $874K | Buy |
7,840
+366
| +5% | +$40.8K | 0.02% | 276 |
|
|
2024
Q4 | $727K | Sell |
7,474
-369
| -5% | -$35.9K | 0.02% | 294 |
|
|
2024
Q3 | $902K | Sell |
7,843
-35
| -0.4% | -$4.03K | 0.02% | 285 |
|
|
2024
Q2 | $839K | Sell |
7,878
-208
| -3% | -$22.1K | 0.02% | 279 |
|
|
2024
Q1 | $782K | Buy |
8,086
+5,386
| +199% | +$521K | 0.02% | 288 |
|
|
2023
Q4 | $273K | Sell |
2,700
-100
| -4% | -$10.1K | 0.01% | 545 |
|
|
2023
Q3 | $285K | Hold |
2,800
| – | – | 0.01% | 493 |
|
|
2023
Q2 | $283K | Sell |
2,800
-50
| -2% | -$5.05K | 0.01% | 522 |
|
|
2023
Q1 | $262K | Buy |
2,850
+50
| +2% | +$4.6K | 0.01% | 534 |
|
|
2022
Q4 | $254K | Hold |
2,800
| – | – | 0.03% | 513 |
|
|
2022
Q3 | $213K | Hold |
2,800
| – | – | 0.01% | 606 |
|
|
2022
Q2 | $237K | Sell |
2,800
-600
| -18% | -$50.8K | 0.01% | 588 |
|
|
2022
Q1 | $298K | Hold |
3,400
| – | – | 0.01% | 545 |
|
|
2021
Q4 | $297K | Hold |
3,400
| – | – | 0.01% | 562 |
|
|
2021
Q3 | $278K | Hold |
3,400
| – | – | 0.01% | 584 |
|
|
2021
Q2 | $310K | Hold |
3,400
| – | – | 0.01% | 543 |
|
|
2021
Q1 | $291K | Hold |
3,400
| – | – | 0.01% | 566 |
|
|
2020
Q4 | $321K | Buy |
3,400
+400
| +13% | +$37.8K | 0.01% | 464 |
|
|
2020
Q3 | $261K | Hold |
3,000
| – | – | 0.01% | 579 |
|
|
2020
Q2 | $262K | Hold |
3,000
| – | – | 0.01% | 484 |
|
|
2020
Q1 | $247K | Sell |
3,000
-50
| -2% | -$4.12K | 0.02% | 457 |
|
|
2019
Q4 | $289K | Hold |
3,050
| – | – | 0.02% | 545 |
|
|
2019
Q3 | $265K | Hold |
3,050
| – | – | 0.02% | 585 |
|
|
2019
Q2 | $278K | Buy |
3,050
+2,723
| +833% | +$248K | 0.02% | 580 |
|
|
2019
Q1 | $3.05K | Sell |
327
-3,049
| -90% | -$28.4K | 0.01% | 715 |
|
|
2018
Q4 | $260K | Hold |
3,376
| – | – | 0.02% | 543 |
|
|
2018
Q3 | $261K | Sell |
3,376
-89
| -3% | -$6.88K | 0.01% | 694 |
|
|
2018
Q2 | $235K | Hold |
3,465
| – | – | 0.01% | 707 |
|
|
2018
Q1 | $251K | Sell |
3,465
-10,666
| -75% | -$773K | 0.02% | 652 |
|
|
2017
Q4 | $1.06M | Sell |
14,131
-427
| -3% | -$32.1K | 0.07% | 224 |
|
|
2017
Q3 | $1.12M | Sell |
14,558
-335
| -2% | -$25.8K | 0.08% | 214 |
|
|
2017
Q2 | $1.11M | Sell |
14,893
-164
| -1% | -$12.3K | 0.08% | 217 |
|
|
2017
Q1 | $1M | Sell |
15,057
-140
| -0.9% | -$9.32K | 0.07% | 224 |
|
|
2016
Q4 | $992K | Hold |
15,197
| – | – | 0.08% | 231 |
|
|
2016
Q3 | $1.08M | Buy |
15,197
+3,220
| +27% | +$228K | 0.09% | 201 |
|
|
2016
Q2 | $885K | Buy |
11,977
+292
| +2% | +$21.6K | 0.08% | 211 |
|
|
2016
Q1 | $758K | Sell |
11,685
-580
| -5% | -$37.6K | 0.07% | 247 |
|
|
2015
Q4 | $946K | Buy |
12,265
+921
| +8% | +$71K | 0.09% | 194 |
|
|
2015
Q3 | $934K | Buy |
11,344
+307
| +3% | +$25.3K | 0.1% | 186 |
|
|
2015
Q2 | $973K | Sell |
11,037
-2,232
| -17% | -$197K | 0.1% | 185 |
|
|
2015
Q1 | $1.17M | Sell |
13,269
-633
| -5% | -$55.9K | 0.13% | 164 |
|
|
2014
Q4 | $1.15M | Sell |
13,902
-1,116
| -7% | -$92.6K | 0.13% | 149 |
|
|
2014
Q3 | $1.27M | Hold |
15,018
| – | – | 0.17% | 121 |
|
|
2014
Q2 | $1.22M | Hold |
15,018
| – | – | 0.17% | 118 |
|
|
2014
Q1 | $1.14M | Hold |
15,018
| – | – | 0.17% | 121 |
|
|
2013
Q4 | $1.08M | Hold |
15,018
| – | – | 0.16% | 126 |
|
|
2013
Q3 | $1.03M | Hold |
15,018
| – | – | 0.17% | 118 |
|
|
2013
Q2 | $952K | Buy |
+15,018
| New | +$952K | 0.17% | 117 |
|