Elmwood Wealth Management’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 | $428K | Buy |
|
|||||
|
2025
Q2 | $309K | Sell |
|
|||||
|
2025
Q1 | $296K | Sell |
|
|||||
|
2024
Q4 | $263K | Buy |
|
|||||
|
2024
Q3 | $306K | Hold |
|
|||||
|
2024
Q2 | $283K | Sell |
|
|||||
|
2024
Q1 | $766K | Buy |
|
|||||
|
2023
Q4 | $475K | Sell |
|
|||||
|
2023
Q3 | $821K | Sell |
|
|||||
|
2023
Q2 | $822K | Sell |
|
|||||
|
2023
Q1 | $796K | Sell |
|
|||||
|
2022
Q4 | $817K | Sell |
|
|||||
|
2022
Q3 | $689K | Sell |
|
|||||
|
2022
Q2 | $841K | Sell |
|
|||||
|
2022
Q1 | $890K | Hold |
|
|||||
|
2021
Q4 | $887K | Buy |
|
|||||
|
2021
Q2 | $1.01M | Buy |
|
|||||
|
2021
Q1 | $942K | Buy |
|
|||||
|
2020
Q3 | $979K | Hold |
|
|||||
|
2020
Q2 | $979K | Buy |
|
|||||
|
2020
Q1 | $512K | Sell |
|
|||||
|
2019
Q4 | $1.06M | Sell |
|
|||||
|
2019
Q3 | $973K | Sell |
|
|||||
|
2019
Q2 | $1.02M | Sell |
|
|||||
|
2019
Q1 | $1.08M | Sell |
|
|||||
|
2018
Q4 | $1.04M | Sell |
|
|||||
|
2018
Q3 | $1.08M | Buy |
|
|||||
|
2018
Q2 | $928K | Buy |
|
|||||
|
2018
Q1 | $512K | Buy |
|