Richardson Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
447
+128
| +40% | +$15.8K | 0.04% | 246 |
|
|
2025
Q1 | $35.6K | Buy |
319
+5
| +2% | +$557 | 0.03% | 270 |
|
|
2024
Q4 | $30.6K | Buy |
314
+31
| +11% | +$3.02K | 0.02% | 298 |
|
|
2024
Q3 | $30.1K | Hold |
283
| – | – | 0.02% | 306 |
|
|
2024
Q2 | $30.1K | Buy |
+283
| New | +$30.1K | 0.02% | 293 |
|
|
2024
Q1 | – | Sell |
-257
| Closed | -$25.9K | – | 637 |
|
|
2023
Q4 | $25.9K | Buy |
+257
| New | +$25.9K | 0.02% | 261 |
|