RWM
Ritholtz Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
100,665
+9,355
| +10% | +$1.13M | 0.27% | 43 |
|
|
2025
Q1 | $10.2M | Sell |
91,310
-1,163
| -1% | -$130K | 0.3% | 40 |
|
|
2024
Q4 | $9M | Sell |
92,473
-3,840
| -4% | -$374K | 0.26% | 44 |
|
|
2024
Q3 | $11.1M | Buy |
96,313
+1,257
| +1% | +$145K | 0.33% | 40 |
|
|
2024
Q2 | $10.1M | Buy |
95,056
+1,015
| +1% | +$108K | 0.33% | 40 |
|
|
2024
Q1 | $9.1M | Buy |
94,041
+22,538
| +32% | +$2.18M | 0.31% | 41 |
|
|
2023
Q4 | $7.22M | Buy |
71,503
+3,821
| +6% | +$386K | 0.28% | 44 |
|
|
2023
Q3 | $6.89M | Sell |
67,682
-916
| -1% | -$93.3K | 0.31% | 44 |
|
|
2023
Q2 | $6.92M | Buy |
68,598
+7,782
| +13% | +$785K | 0.31% | 42 |
|
|
2023
Q1 | $5.6M | Sell |
60,816
-6,629
| -10% | -$610K | 0.28% | 47 |
|
|
2022
Q4 | $6.12M | Buy |
67,445
+47,603
| +240% | +$4.32M | 0.34% | 44 |
|
|
2022
Q3 | $1.51M | Sell |
19,842
-722
| -4% | -$54.9K | 0.08% | 178 |
|
|
2022
Q2 | $1.74M | Buy |
20,564
+3,182
| +18% | +$269K | 0.11% | 110 |
|
|
2022
Q1 | $1.53M | Buy |
17,382
+7,098
| +69% | +$623K | 0.1% | 124 |
|
|
2021
Q4 | $900K | Buy |
10,284
+3,662
| +55% | +$320K | 0.06% | 187 |
|
|
2021
Q3 | $542K | Sell |
6,622
-3,406
| -34% | -$279K | 0.04% | 254 |
|
|
2021
Q2 | $915K | Buy |
10,028
+1,861
| +23% | +$170K | 0.07% | 158 |
|
|
2021
Q1 | $698K | Buy |
8,167
+417
| +5% | +$35.6K | 0.06% | 159 |
|
|
2020
Q4 | $732K | Buy |
7,750
+232
| +3% | +$21.9K | 0.07% | 117 |
|
|
2020
Q3 | $654K | Sell |
7,518
-4,325
| -37% | -$376K | 0.07% | 109 |
|
|
2020
Q2 | $1.03M | Buy |
11,843
+4,797
| +68% | +$419K | 0.13% | 67 |
|
|
2020
Q1 | $581K | Buy |
+7,046
| New | +$581K | 0.09% | 69 |
|