Modern Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$935K	Sell	7,724 -31	-0.4%	-$3.75K	0.02%	374
2025 Q1	$864K	Buy	+7,755	New	+$864K	0.03%	323
2024 Q4	–	Sell	-1,791	Closed	-$206K	–	595
2024 Q3	$206K	Buy	+1,791	New	+$206K	0.01%	414