Red Tortoise LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
207
| – | – | 0.01% | 148 |
|
|
2025
Q1 | $23.1K | Hold |
207
| – | – | 0.01% | 144 |
|
|
2024
Q4 | $20.1K | Hold |
207
| – | – | 0.01% | 163 |
|
|
2024
Q3 | $23.8K | Hold |
207
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $22K | Hold |
207
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $20K | Hold |
207
| – | – | 0.01% | 148 |
|
|
2023
Q4 | $20.9K | Hold |
207
| – | – | 0.01% | 130 |
|
|
2023
Q3 | $21.1K | Hold |
207
| – | – | 0.01% | 124 |
|
|
2023
Q2 | $20.9K | Hold |
207
| – | – | 0.01% | 129 |
|
|
2023
Q1 | $19K | Hold |
207
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $18.8K | Buy |
+207
| New | +$18.8K | 0.01% | 181 |
|
|
2021
Q4 | – | Sell |
-207
| Closed | -$16K | – | 400 |
|
|
2021
Q3 | $16K | Buy |
+207
| New | +$16K | 0.01% | 183 |
|