GFWA
Grey Fox Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
1,818
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $210K | Buy |
+1,818
| New | +$210K | 0.06% | 120 |
|
|
2024
Q4 | – | Sell |
-1,818
| Closed | -$209K | – | 129 |
|
|
2024
Q3 | $209K | Buy |
+1,818
| New | +$209K | 0.06% | 117 |
|
|
2024
Q1 | – | Sell |
-2,374
| Closed | -$240K | – | 129 |
|
|
2023
Q4 | $240K | Sell |
2,374
-60
| -2% | -$6.06K | 0.1% | 97 |
|
|
2023
Q3 | $248K | Hold |
2,434
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $246K | Sell |
2,434
-510
| -17% | -$51.5K | 0.13% | 88 |
|
|
2023
Q1 | $271K | Sell |
2,944
-20
| -0.7% | -$1.84K | 0.16% | 78 |
|
|
2022
Q4 | $269K | Buy |
+2,964
| New | +$269K | 0.18% | 75 |
|