Elser Financial Planning’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,978	Closed	-$874K	–	98
2024 Q4	$874K	Buy	+8,978	New	+$874K	0.05%	41
2024 Q3	–	Sell	-8,751	Closed	-$932K	–	94
2024 Q2	$932K	Buy	+8,751	New	+$932K	0.16%	36