Beacon Investment Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Hold
2025
Q2
$360K Sell
2025
Q1
$335K Buy
2024
Q4
$292K Hold
2024
Q3
$345K Hold
2024
Q2
$319K Buy