AWM
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Ariadne Wealth Management’s Novartis NVS Stock Holding History

Ariadne Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$655K Sell
5,408
-104
-2% -$12.6K 0.31% 68
2025
Q1 		$599K Sell
5,512
-582
-10% -$63.3K 0.31% 73
2024
Q4 		$651K Buy
6,094
+727
+14% +$77.7K 0.3% 66
2024
Q3 		$575K Buy
+5,367
New +$575K 0.31% 60