Connecticut Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Hold
2025
Q2
$247K Sell
2025
Q1
$229K Sell
2024
Q4
$209K Buy
2024
Q3
$243K Sell
2024
Q2
$240K Sell
2024
Q1
$237K Sell
2023
Q4
$255K Buy
2023
Q3
$242K Buy