Ridgewood Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
1,308
| – | – | 0.07% | 210 |
|
|
2025
Q1 | $146K | Hold |
1,308
| – | – | 0.07% | 209 |
|
|
2024
Q4 | $127K | Hold |
1,308
| – | – | 0.06% | 215 |
|
|
2024
Q3 | $150K | Sell |
1,308
-3
| -0.2% | -$345 | 0.08% | 198 |
|
|
2024
Q2 | $140K | Buy |
+1,311
| New | +$140K | 0.07% | 211 |
|
|
2023
Q3 | – | Sell |
-1,375
| Closed | -$139K | – | 558 |
|
|
2023
Q2 | $139K | Sell |
1,375
-103
| -7% | -$10.4K | 0.08% | 208 |
|
|
2023
Q1 | $136K | Buy |
+1,478
| New | +$136K | 0.08% | 221 |
|
|
2020
Q3 | – | Sell |
-2,315
| Closed | -$202K | – | 173 |
|
|
2020
Q2 | $202K | Sell |
2,315
-684
| -23% | -$59.7K | 0.17% | 155 |
|
|
2020
Q1 | $247K | Buy |
+2,999
| New | +$247K | 0.25% | 117 |
|