National Wealth Management Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,172
Closed -$211K 175
2024
Q4
$211K Buy
+2,172
New +$211K 0.14% 135
2024
Q3
Sell
-2,884
Closed -$307K 163
2024
Q2
$307K Buy
+2,884
New +$307K 0.23% 97