Sugarloaf Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.9K | Hold |
544
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $62.5K | Hold |
544
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $57.9K | Buy |
544
+3
| +0.6% | +$319 | 0.01% | 282 |
|
|
2024
Q1 | $52.4K | Hold |
541
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $54.7K | Hold |
541
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $55.2K | Hold |
541
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $54.6K | Hold |
541
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $49.8K | Sell |
541
-145
| -21% | -$13.4K | 0.01% | 293 |
|
|
2022
Q4 | $62.2K | Hold |
686
| – | – | 0.02% | 253 |
|
|
2022
Q3 | $53K | Hold |
686
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $58K | Hold |
686
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $60K | Buy |
686
+1
| +0.1% | +$87 | 0.01% | 254 |
|
|
2021
Q4 | $60K | Hold |
685
| – | – | 0.01% | 265 |
|
|
2021
Q3 | $56K | Sell |
685
-60
| -8% | -$4.91K | 0.01% | 251 |
|
|
2021
Q2 | $68K | Buy |
745
+61
| +9% | +$5.57K | 0.02% | 236 |
|
|
2021
Q1 | $58 | Buy |
684
+1
| +0.1% | – | 0.02% | 251 |
|
|
2020
Q4 | $64K | Hold |
683
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $59K | Hold |
683
| – | – | 0.02% | 215 |
|
|
2020
Q2 | $60K | Hold |
683
| – | – | 0.02% | 211 |
|
|
2020
Q1 | $56K | Sell |
683
-122
| -15% | -$10K | 0.03% | 211 |
|
|
2019
Q4 | $76K | Buy |
+805
| New | +$76K | 0.03% | 208 |
|