Acorn Creek Capital’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
3,635
+124
+4% +$15K 0.18% 35
2025
Q1
$391K Buy
3,511
+143
+4% +$15.9K 0.2% 40
2024
Q4
$328K Sell
3,368
-20
-0.6% -$1.95K 0.17% 48
2024
Q3
$390K Buy
3,388
+77
+2% +$8.86K 0.21% 39
2024
Q2
$352K Buy
3,311
+305
+10% +$32.5K 0.21% 40
2024
Q1
$291K Sell
3,006
-80
-3% -$7.74K 0.18% 47
2023
Q4
$312K Buy
+3,086
New +$312K 0.14% 52