Shelton Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Sell |
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|
2025
Q2 | $3.01M | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $3.05K | Sell |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $992K | Hold |
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|
2016
Q3 | $1.07M | Buy |
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|
2016
Q2 | $885K | Buy |
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|
2016
Q1 | $758K | Sell |
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|
2015
Q4 | $946K | Buy |
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|
2015
Q3 | $934K | Buy |
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|
2015
Q2 | $973K | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.27M | Hold |
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|
2014
Q2 | $1.22M | Hold |
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|
2014
Q1 | $1.14M | Hold |
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|
2013
Q4 | $1.08M | Hold |
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|
2013
Q3 | $1.03M | Hold |
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|
2013
Q2 | $952K | Buy |
|