SGK
Steigerwald Gordon & Koch’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
2,091
| – | – | 0.03% | 109 |
|
|
2025
Q1 | $233K | Hold |
2,091
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $203K | Hold |
2,091
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $241K | Buy |
2,091
+95
| +5% | +$10.9K | 0.03% | 118 |
|
|
2024
Q2 | $212K | Buy |
+1,996
| New | +$212K | 0.03% | 117 |
|
|
2024
Q1 | – | Sell |
-1,996
| Closed | -$202K | – | 127 |
|
|
2023
Q4 | $202K | Buy |
+1,996
| New | +$202K | 0.03% | 118 |
|
|
2023
Q3 | – | Sell |
-1,992
| Closed | -$201K | – | 113 |
|
|
2023
Q2 | $201K | Buy |
+1,992
| New | +$201K | 0.03% | 107 |
|