Commonwealth Retirement Investments’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Hold	1,931	–	–	0.09%	108
2025 Q1	$215K	Buy	+1,931	New	+$215K	0.09%	93
2024 Q4	–	Sell	-1,931	Closed	-$222K	–	102
2024 Q3	$222K	Hold	1,931	–	–	0.09%	88
2024 Q2	$206K	Buy	+1,931	New	+$206K	0.09%	88