Sugarloaf Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.9K | Hold |
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|
2024
Q3 | $62.5K | Hold |
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|
2024
Q2 | $57.9K | Buy |
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|
2024
Q1 | $52.4K | Hold |
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|
2023
Q4 | $54.7K | Hold |
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|
2023
Q3 | $55.2K | Hold |
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|
2023
Q2 | $54.6K | Hold |
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|
2023
Q1 | $49.8K | Sell |
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|
2022
Q4 | $62.2K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $58 | Buy |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $76K | Buy |
|