Elevation Wealth Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44.9K Hold
2025
Q2
$42.4K Hold
2025
Q1
$39K Hold
2024
Q4
$34.1K Hold
2024
Q3
$40.3K Hold
2024
Q2
$37.3K Hold
2024
Q1
$33.9K Hold
2023
Q4
$35.7K Hold
2023
Q3
$35.7K Hold
2023
Q2
$35.3K Hold
2023
Q1
$32.2K Buy