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OneAscent Wealth Management’s Novartis NVS Stock Holding History

OneAscent Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,531
Closed -$256K – 191
2023
Q4 		$256K Buy
2,531
+75
+3% +$7.59K 0.1% 143
2023
Q3 		$250K Buy
+2,456
New +$250K 0.11% 133