CWP
Cyndeo Wealth Partners’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
4,593
-27
| -0.6% | -$3.27K | 0.03% | 294 |
|
|
2025
Q1 | $515K | Sell |
4,620
-105
| -2% | -$11.7K | 0.03% | 292 |
|
|
2024
Q4 | $460K | Buy |
4,725
+123
| +3% | +$12K | 0.03% | 306 |
|
|
2024
Q3 | $529K | Sell |
4,602
-234
| -5% | -$26.9K | 0.04% | 289 |
|
|
2024
Q2 | $515K | Sell |
4,836
-1,113
| -19% | -$118K | 0.04% | 274 |
|
|
2024
Q1 | $575K | Sell |
5,949
-22
| -0.4% | -$2.13K | 0.05% | 247 |
|
|
2023
Q4 | $603K | Sell |
5,971
-7
| -0.1% | -$707 | 0.06% | 229 |
|
|
2023
Q3 | $609K | Sell |
5,978
-60
| -1% | -$6.11K | 0.06% | 210 |
|
|
2023
Q2 | $609K | Sell |
6,038
-456
| -7% | -$46K | 0.06% | 201 |
|
|
2023
Q1 | $597K | Sell |
6,494
-1,100
| -14% | -$101K | 0.06% | 203 |
|
|
2022
Q4 | $689K | Buy |
+7,594
| New | +$689K | 0.08% | 189 |
|