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Maia Wealth’s Novartis NVS Stock Holding History

Maia Wealth’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Sell
2,586
-700
-21% -$84.7K 0.06% 253
2025
Q1 		$360K Buy
3,286
+22
+0.7% +$2.41K 0.08% 208
2024
Q4 		$337K Buy
3,264
+896
+38% +$92.6K 0.07% 213
2024
Q3 		$268K Buy
+2,368
New +$268K 0.07% 207