AEPWM
Atlantic Edge Private Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,155
-400
| -16% | -$48.4K | 0.07% | 117 |
|
|
2025
Q1 | $285K | Hold |
2,555
| – | – | 0.09% | 112 |
|
|
2024
Q4 | $249K | Hold |
2,555
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $294K | Buy |
2,555
+75
| +3% | +$8.63K | 0.09% | 113 |
|
|
2024
Q2 | $264K | Buy |
2,480
+60
| +2% | +$6.39K | 0.09% | 110 |
|
|
2024
Q1 | $234K | Hold |
2,420
| – | – | 0.08% | 119 |
|
|
2023
Q4 | $244K | Buy |
+2,420
| New | +$244K | 0.1% | 112 |
|