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Blake Schutter Theil Wealth Advisors’s Novartis NVS Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$364K Hold
3,011
– – 0.41% 68
2025
Q1 		$336K Sell
3,011
-352
-10% -$39.2K 0.38% 81
2024
Q4 		$327K Sell
3,363
-14
-0.4% -$1.36K 0.35% 83
2024
Q3 		$388K Buy
+3,377
New +$388K 0.28% 103