Retirement Planning Company of New England’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$207K Buy
2023
Q3
Sell
2023
Q2
$272K Sell
2023
Q1
$252K Buy
2022
Q4
$247K Sell
2022
Q3
$207K Hold
2022
Q2
$230K Buy
2022
Q1
$239K Buy
2021
Q4
$230K Buy