BXM Wealth’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
4,925
-50
-1% -$6.05K 0.71% 45
2025
Q1
$555K Sell
4,975
-30
-0.6% -$3.35K 0.67% 49
2024
Q4
$487K Buy
+5,005
New +$487K 0.68% 45