Lyell Wealth Management’s Novartis NVS Stock Holding History

Lyell Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy
2023 Q2	–	Sell
2023 Q1	$258K	Hold
2022 Q4	$254K	Hold
2022 Q3	$213K	Hold
2022 Q2	$237K	Hold
2022 Q1	$246K	Buy