Heritage Wealth Management (Ohio)’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$744K	Sell	6,145 -41	-0.7%	-$4.96K	0.24%	102
2025 Q1	$690K	Buy	6,186 +50	+0.8%	+$5.57K	0.23%	105
2024 Q4	$597K	Hold	6,136	–	–	0.2%	118
2024 Q3	$706K	Hold	6,136	–	–	0.23%	112
2024 Q2	$663K	Buy	+6,136	New	+$663K	0.22%	109