Ruggaard & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Hold |
7,399
| – | – | 0.36% | 37 |
|
|
2025
Q1 | $825K | Buy |
7,399
+113
| +2% | +$12.6K | 0.36% | 36 |
|
|
2024
Q4 | $709K | Sell |
7,286
-135
| -2% | -$13.1K | 0.31% | 41 |
|
|
2024
Q3 | $854K | Buy |
7,421
+73
| +1% | +$8.4K | 0.37% | 34 |
|
|
2024
Q2 | $782K | Sell |
7,348
-261
| -3% | -$27.8K | 0.36% | 33 |
|
|
2024
Q1 | $736K | Buy |
7,609
+97
| +1% | +$9.38K | 0.35% | 33 |
|
|
2023
Q4 | $758K | Sell |
7,512
-50
| -0.7% | -$5.05K | 0.4% | 31 |
|
|
2023
Q3 | $770K | Buy |
7,562
+150
| +2% | +$15.3K | 0.46% | 26 |
|
|
2023
Q2 | $748K | Buy |
7,412
+90
| +1% | +$9.08K | 0.44% | 23 |
|
|
2023
Q1 | $674K | Buy |
+7,322
| New | +$674K | 0.42% | 27 |
|