Medallion Wealth Advisors, LLC’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$49.3K Buy
2025
Q4
$36.5K Buy
2025
Q3
$29.2K Hold
2025
Q2
$28.1K Hold
2025
Q1
$25K Hold
2024
Q4
$22.2K Buy