SMC
Smith, Moore & Co’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
1,955
+8
| +0.4% | +$968 | 0.02% | 444 |
|
|
2025
Q1 | $217K | Sell |
1,947
-277
| -12% | -$30.9K | 0.02% | 447 |
|
|
2024
Q4 | $216K | Buy |
2,224
+277
| +14% | +$27K | 0.02% | 443 |
|
|
2024
Q3 | $224K | Hold |
1,947
| – | – | 0.02% | 418 |
|
|
2024
Q2 | $207K | Buy |
+1,947
| New | +$207K | 0.02% | 421 |
|
|
2019
Q2 | – | Sell |
-2,103
| Closed | -$202K | – | 327 |
|
|
2019
Q1 | $202K | Sell |
2,103
-897
| -30% | -$86.2K | 0.05% | 299 |
|
|
2018
Q4 | $257K | Sell |
3,000
-185
| -6% | -$15.8K | 0.07% | 259 |
|
|
2018
Q3 | $274K | Buy |
3,185
+100
| +3% | +$8.6K | 0.06% | 267 |
|
|
2018
Q2 | $233K | Buy |
3,085
+4
| +0.1% | +$302 | 0.06% | 283 |
|
|
2018
Q1 | $249K | Hold |
3,081
| – | – | 0.07% | 262 |
|
|
2017
Q4 | $259K | Sell |
3,081
-50
| -2% | -$4.2K | 0.07% | 243 |
|
|
2017
Q3 | $269K | Buy |
3,131
+228
| +8% | +$19.6K | 0.08% | 234 |
|
|
2017
Q2 | $242K | Buy |
2,903
+53
| +2% | +$4.42K | 0.08% | 209 |
|
|
2017
Q1 | $212K | Hold |
2,850
| – | – | 0.08% | 219 |
|
|
2016
Q4 | $208K | Buy |
2,850
+250
| +10% | +$18.2K | 0.08% | 212 |
|
|
2016
Q3 | $205K | Buy |
+2,600
| New | +$205K | 0.08% | 198 |
|
|
2016
Q1 | – | Sell |
-2,450
| Closed | -$211K | – | 198 |
|
|
2015
Q4 | $211K | Hold |
2,450
| – | – | 0.1% | 160 |
|
|
2015
Q3 | $225K | Buy |
2,450
+100
| +4% | +$9.18K | 0.12% | 142 |
|
|
2015
Q2 | $231K | Hold |
2,350
| – | – | 0.12% | 151 |
|
|
2015
Q1 | $232K | Hold |
2,350
| – | – | 0.12% | 149 |
|
|
2014
Q4 | $218K | Buy |
2,350
+100
| +4% | +$9.28K | 0.12% | 152 |
|
|
2014
Q3 | $212K | Hold |
2,250
| – | – | 0.12% | 148 |
|
|
2014
Q2 | $204K | Buy |
+2,250
| New | +$204K | 0.12% | 136 |
|