Accredited 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
$66.6K Sell
550
-75
-12% -$9.08K 0.05% 118
2025
Q1
$72.1K Hold
625
0.06% 108
2024
Q4
$60.8K Buy
+625
New +$60.8K 0.05% 128