Altus Wealth Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
5,022
+583
+13% +$70.5K 0.27% 70
2025
Q1
$495K Buy
+4,439
New +$495K 0.23% 80
2021
Q1
Sell
-77
Closed -$8K 581
2020
Q4
$8K Buy
+77
New +$8K 0.01% 573