Atlantic Edge Private Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2025
Q1
$285K Hold
2024
Q4
$249K Hold
2024
Q3
$294K Buy
2024
Q2
$264K Buy
2024
Q1
$234K Hold
2023
Q4
$244K Buy