Elmwood 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 | $309K | Sell |
2,553
-98
| -4% | -$11.9K | 0.12% | 112 |
|
|
2025
Q1 | $296K | Sell |
2,651
-51
| -2% | -$5.69K | 0.12% | 112 |
|
|
2024
Q4 | $263K | Buy |
2,702
+43
| +2% | +$4.18K | 0.11% | 120 |
|
|
2024
Q3 | $306K | Hold |
2,659
| – | – | 0.13% | 114 |
|
|
2024
Q2 | $283K | Sell |
2,659
-5,265
| -66% | -$561K | 0.13% | 112 |
|
|
2024
Q1 | $766K | Buy |
7,924
+3,216
| +68% | +$311K | 0.33% | 87 |
|
|
2023
Q4 | $475K | Sell |
4,708
-3,356
| -42% | -$339K | 0.33% | 73 |
|
|
2023
Q3 | $821K | Sell |
8,064
-85
| -1% | -$8.66K | 0.4% | 78 |
|
|
2023
Q2 | $822K | Sell |
8,149
-506
| -6% | -$51.1K | 0.38% | 79 |
|
|
2023
Q1 | $796K | Sell |
8,655
-352
| -4% | -$32.4K | 0.38% | 81 |
|
|
2022
Q4 | $817K | Sell |
9,007
-60
| -0.7% | -$5.44K | 0.41% | 81 |
|
|
2022
Q3 | $689K | Sell |
9,067
-880
| -9% | -$66.9K | 0.34% | 82 |
|
|
2022
Q2 | $841K | Sell |
9,947
-190
| -2% | -$16.1K | 0.48% | 72 |
|
|
2022
Q1 | $890K | Hold |
10,137
| – | – | 0.46% | 74 |
|
|
2021
Q4 | $887K | Buy |
+10,137
| New | +$887K | 0.42% | 74 |
|
|
2021
Q2 | $1.01M | Buy |
11,042
+25
| +0.2% | +$2.28K | 0.53% | 65 |
|
|
2021
Q1 | $942K | Buy |
+11,017
| New | +$942K | 0.57% | 63 |
|
|
2020
Q3 | $979K | Hold |
11,213
| – | – | 0.79% | 40 |
|
|
2020
Q2 | $979K | Buy |
11,213
+4,879
| +77% | +$426K | 0.79% | 40 |
|
|
2020
Q1 | $512K | Sell |
6,334
-4,844
| -43% | -$392K | 0.49% | 67 |
|
|
2019
Q4 | $1.06M | Sell |
11,178
-16
| -0.1% | -$1.51K | 0.92% | 44 |
|
|
2019
Q3 | $973K | Sell |
11,194
-21
| -0.2% | -$1.83K | 0.98% | 43 |
|
|
2019
Q2 | $1.02M | Sell |
11,215
-1,329
| -11% | -$121K | 0.91% | 44 |
|
|
2019
Q1 | $1.08M | Sell |
12,544
-1,032
| -8% | -$88.9K | 1% | 40 |
|
|
2018
Q4 | $1.04M | Sell |
13,576
-476
| -3% | -$36.6K | 1.01% | 35 |
|
|
2018
Q3 | $1.08M | Buy |
14,052
+339
| +2% | +$26.2K | 0.9% | 40 |
|
|
2018
Q2 | $928K | Buy |
13,713
+6,644
| +94% | +$450K | 0.84% | 43 |
|
|
2018
Q1 | $512K | Buy |
+7,069
| New | +$512K | 0.49% | 67 |
|