Cornerstone Advisory’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	2,013 -5	-0.2%	-$605	0.03%	212
2025 Q1	$223K	Buy	+2,018	New	+$223K	0.03%	212
2022 Q1	–	Sell	-1,000	Closed	-$88K	–	593
2021 Q4	$88K	Buy	+1,000	New	+$88K	0.01%	345