Spinnaker Trust’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 | $251K | Hold |
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|
2025
Q2 | $237K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $338K | Hold |
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|
2018
Q3 | $339K | Buy |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $246K | Hold |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $795K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $1.04M | Buy |
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|
2016
Q1 | $364K | Hold |
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|
2015
Q4 | $432K | Hold |
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|
2015
Q3 | $462K | Hold |
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|
2015
Q2 | $494K | Buy |
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|
2015
Q1 | $482K | Buy |
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|
2014
Q4 | $424K | Buy |
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|
2014
Q3 | $391K | Sell |
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|
2014
Q2 | $523K | Sell |
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|
2014
Q1 | $807K | Hold |
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|
2013
Q4 | $762K | Sell |
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|
2013
Q3 | $733K | Hold |
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|
2013
Q2 | $676K | Buy |
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