Elevation Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Hold |
350
| – | – | 0.02% | 251 |
|
|
2025
Q1 | $39K | Hold |
350
| – | – | 0.02% | 258 |
|
|
2024
Q4 | $34.1K | Hold |
350
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $40.3K | Hold |
350
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $37.3K | Hold |
350
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $33.9K | Hold |
350
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $35.7K | Hold |
350
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $35.7K | Hold |
350
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $35.3K | Hold |
350
| – | – | 0.03% | 181 |
|
|
2023
Q1 | $32.2K | Buy |
+350
| New | +$32.2K | 0.03% | 191 |
|