ELMWOOD WEALTH MANAGEMENT, INC. – Novartis AG Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$689,000
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. quarter portfolio value change:
-10.08%
quarter
Novartis AG 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.85% | -880 shares | -152K | $76.01 | 9.06K |
| Q2 2022 | share | Decrease | -1.87% | -190 shares | -49K | $84.53 | 9.94K |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $87.75 | 10.13K | |
| Q4 2021 | share | Decrease | -8.20% | -905 shares | -120K | $87.46 | 10.13K |
| Q2 2021 | share | Increase | +0.23% | 25 shares | 65K | $91.24 | 11.04K |
| Q1 2021 | share | Decrease | -1.75% | -196 shares | -37K | $85.48 | 11.01K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $83.58 | 11.21K | |
| Q2 2020 | share | Increase | +77.03% | 4.87K shares | 466.89K | $83.94 | 11.21K |
| Q1 2020 | share | Decrease | -43.34% | -4.84K shares | -545.89K | $79.24 | 6.33K |
| Q4 2019 | share | Decrease | -0.14% | -16 shares | 85K | $87.81 | 11.17K |
| Q3 2019 | share | Decrease | -0.19% | -21 shares | -51K | $80.59 | 11.19K |
| Q2 2019 | share | Decrease | -0.22% | -25 shares | -57K | $84.68 | 11.21K |
| Q1 2019 | share | Decrease | -7.60% | -925 shares | 37K | $89.16 | 11.24K |
| Q4 2018 | share | Decrease | -3.38% | -426 shares | -40.84K | $77.1 | 12.16K |
| Q3 2018 | share | Increase | +2.47% | 303 shares | 156.60K | $77.42 | 12.59K |
| Q2 2018 | share | Increase | +94.00% | 5.95K shares | 416.13K | $67.88 | 12.28K |
| Q1 2018 | share | Increase | 0.00% | 6.33K shares | 512.10K | $72.65 | 6.33K |