Equitable Trust’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Hold
1,991
0.01% 410
2025
Q1
$222K Buy
+1,991
New +$222K 0.01% 443
2024
Q4
Sell
-1,991
Closed -$229K 486
2024
Q3
$229K Buy
+1,991
New +$229K 0.01% 421