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Diversify Wealth Management’s Novartis NVS Stock Holding History

Diversify Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,240
Closed -$717K – 540
2024
Q4 		$717K Buy
7,240
+1,072
+17% +$106K 0.06% 274
2024
Q3 		$704K Buy
+6,168
New +$704K 0.07% 240