Beacon Investment Advisors’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Sell	3,000 -1	-0%	-$120	0.16%	120
2025 Q1	$335K	Buy	3,001 +1	+0%	+$111	0.16%	124
2024 Q4	$292K	Hold	3,000	–	–	0.14%	128
2024 Q3	$345K	Hold	3,000	–	–	0.16%	123
2024 Q2	$319K	Buy	+3,000	New	+$319K	0.16%	122