Marshall & Sterling Wealth Advisors’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$61K	Buy	505 +15	+3%	+$1.81K	0.04%	138
2025 Q1	$54.6K	Sell	490 -49	-9%	-$5.46K	0.04%	142
2024 Q4	$52.4K	Buy	+539	New	+$52.4K	0.04%	124