Calamos Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	2,568 +716	+39%	+$86.7K	0.01%	281
2025 Q1	$206K	Buy	+1,852	New	+$206K	0.01%	293
2024 Q4	–	Sell	-7,228	Closed	-$831K	–	336
2024 Q3	$831K	Buy	+7,228	New	+$831K	0.04%	166