Family 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	$2.54M	Buy	21,007 +74	+0.4%	+$8.96K	0.38%	66
2025 Q1	$2.33M	Buy	20,933 +806	+4%	+$89.9K	0.38%	65
2024 Q4	$1.96M	Buy	+20,127	New	+$1.96M	0.31%	65