Oregon Pacific 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
$219K Sell
1,813
-30
-2% -$3.63K 0.21% 119
2025
Q1
$205K Buy
+1,843
New +$205K 0.21% 123