Fifth Third Wealth Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
7,100
+1,711
+32% +$207K 0.04% 261
2025
Q1
$601K Buy
5,389
+1,787
+50% +$199K 0.03% 291
2024
Q4
$351K Buy
3,602
+658
+22% +$64K 0.02% 436
2024
Q3
$339K Buy
2,944
+454
+18% +$52.2K 0.02% 422
2024
Q2
$265K Buy
+2,490
New +$265K 0.02% 463