Cherry Tree 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	–	Sell	-69	Closed	-$7.69K	–	706
2025 Q1	$7.69K	Buy	69 +60	+667%	+$6.69K	﹤0.01%	469
2024 Q4	$876	Buy	+9	New	+$876	﹤0.01%	584