Icon Wealth Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$570K Buy
2025
Q2
$419K Buy
2025
Q1
$355K Buy
2024
Q4
$294K Sell
2024
Q3
$349K Sell
2024
Q2
$339K Sell
2024
Q1
$329K Sell
2023
Q4
$367K Buy
2022
Q4
$442K Sell
2022
Q3
$408K Buy