Copia 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
$19.4K Hold
160
0.02% 242
2025
Q1
$17.8K Sell
160
-40
-20% -$4.46K 0.02% 235
2024
Q4
$19.5K Buy
+200
New +$19.5K 0.02% 214