Redwood Wealth Management Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
2,063
-80
| -4% | -$9.68K | 0.11% | 156 |
|
|
2025
Q1 | $239K | Sell |
2,143
-75
| -3% | -$8.36K | 0.12% | 143 |
|
|
2024
Q4 | $216K | Sell |
2,218
-130
| -6% | -$12.6K | 0.11% | 152 |
|
|
2024
Q3 | $270K | Hold |
2,348
| – | – | 0.13% | 135 |
|
|
2024
Q2 | $250K | Sell |
2,348
-10
| -0.4% | -$1.07K | 0.19% | 102 |
|
|
2024
Q1 | $228K | Sell |
2,358
-10
| -0.4% | -$967 | 0.24% | 106 |
|
|
2023
Q4 | $239K | Hold |
2,368
| – | – | 0.27% | 103 |
|
|
2023
Q3 | $241K | Sell |
2,368
-330
| -12% | -$33.6K | 0.28% | 101 |
|
|
2023
Q2 | $272K | Sell |
2,698
-55
| -2% | -$5.55K | 0.3% | 95 |
|
|
2023
Q1 | $253K | Sell |
2,753
-200
| -7% | -$18.4K | 0.29% | 106 |
|
|
2022
Q4 | $268K | Buy |
+2,953
| New | +$268K | 0.33% | 87 |
|