Glass Wealth 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
$1.49M Hold
12,310
0.79% 40
2025
Q1
$1.37M Sell
12,310
-150
-1% -$16.7K 0.82% 41
2024
Q4
$1.21M Hold
12,460
0.66% 43
2024
Q3
$1.43M Hold
12,460
0.79% 42
2024
Q2
$1.33M Sell
12,460
-65
-0.5% -$6.92K 0.78% 43
2024
Q1
$1.21M Buy
+12,525
New +$1.21M 0.74% 42