Elk River Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
2,060
| – | – | 0.04% | 88 |
|
|
2025
Q1 | $238K | Hold |
2,060
| – | – | 0.04% | 89 |
|
|
2024
Q4 | $200K | Hold |
2,060
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $237K | Hold |
2,060
| – | – | 0.04% | 90 |
|
|
2024
Q2 | $219K | Hold |
2,060
| – | – | 0.04% | 86 |
|
|
2024
Q1 | $207K | Hold |
2,060
| – | – | 0.04% | 93 |
|
|
2023
Q4 | $208K | Hold |
2,060
| – | – | 0.04% | 107 |
|
|
2023
Q3 | $210K | Hold |
2,060
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $208K | Buy |
+2,060
| New | +$208K | 0.04% | 107 |
|
|
2021
Q1 | – | Sell |
-2,184
| Closed | -$206K | – | 126 |
|
|
2020
Q4 | $206K | Buy |
+2,184
| New | +$206K | 0.07% | 114 |
|