LWL
Leo Wealth LLC’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
16,380
+2,210
| +16% | +$267K | 0.15% | 122 |
|
|
2025
Q1 | $1.58M | Buy |
14,170
+2,297
| +19% | +$256K | 0.23% | 88 |
|
|
2024
Q4 | $1.16M | Sell |
11,873
-2,066
| -15% | -$201K | 0.1% | 138 |
|
|
2024
Q3 | $1.6M | Buy |
13,939
+1,047
| +8% | +$120K | 0.15% | 111 |
|
|
2024
Q2 | $1.37M | Buy |
12,892
+3,488
| +37% | +$371K | 0.14% | 115 |
|
|
2024
Q1 | $907K | Sell |
9,404
-578
| -6% | -$55.8K | 0.09% | 156 |
|
|
2023
Q4 | $1.01M | Buy |
+9,982
| New | +$1.01M | 0.1% | 142 |
|