Alliance Wealth Advisors (Utah)’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
3,511
+814
+30% +$98.5K 0.1% 184
2025
Q1
$301K Buy
2,697
+161
+6% +$17.9K 0.08% 211
2024
Q4
$247K Buy
+2,536
New +$247K 0.06% 235