Buttonwood Financial Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,330
Closed -$225K 105
2024
Q1
$225K Sell
2,330
-445
-16% -$43K 0.11% 98
2023
Q4
$280K Hold
2,775
0.15% 87
2023
Q3
$283K Buy
+2,775
New +$283K 0.18% 87