Gilliland Jeter 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 | $833K | Sell |
6,880
-101
| -1% | -$12.2K | 0.27% | 81 |
|
|
2025
Q1 | $778K | Buy |
6,981
+362
| +5% | +$40.4K | 0.28% | 82 |
|
|
2024
Q4 | $644K | Buy |
6,619
+521
| +9% | +$50.7K | 0.22% | 90 |
|
|
2024
Q3 | $701K | Buy |
6,098
+5,898
| +2,949% | +$678K | 0.23% | 89 |
|
|
2024
Q2 | $21.3K | Hold |
200
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $19.3K | Buy |
+200
| New | +$19.3K | 0.01% | 376 |
|