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Meriwether Wealth & Planning’s Novartis NVS Stock Holding History

Meriwether Wealth & Planning’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Sell
9,492
-235
-2% -$28.4K 0.72% 27
2025
Q1 		$1.08M Buy
9,727
+1,295
+15% +$144K 0.71% 30
2024
Q4 		$821K Buy
+8,432
New +$821K 0.58% 37