Leonard Rickey Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
4,528
+75
| +2% | +$9.08K | 0.11% | 59 |
|
|
2025
Q1 | $487K | Buy |
4,453
+171
| +4% | +$18.7K | 0.11% | 58 |
|
|
2024
Q4 | $417K | Buy |
4,282
+77
| +2% | +$7.49K | 0.1% | 63 |
|
|
2024
Q3 | $484K | Sell |
4,205
-35
| -0.8% | -$4.03K | 0.11% | 62 |
|
|
2024
Q2 | $451K | Buy |
4,240
+662
| +19% | +$70.5K | 0.11% | 60 |
|
|
2024
Q1 | $346K | Buy |
3,578
+709
| +25% | +$68.6K | 0.09% | 61 |
|
|
2023
Q4 | $290K | Buy |
2,869
+58
| +2% | +$5.86K | 0.09% | 67 |
|
|
2023
Q3 | $286K | Buy |
2,811
+332
| +13% | +$33.8K | 0.09% | 63 |
|
|
2023
Q2 | $250K | Buy |
2,479
+49
| +2% | +$4.94K | 0.09% | 63 |
|
|
2023
Q1 | $224K | Buy |
+2,430
| New | +$224K | 0.09% | 62 |
|