Planned Solutions’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,145	Closed	-$132K	–	459
2024 Q3	$132K	Buy	+1,145	New	+$132K	0.05%	165
2024 Q1	–	Sell	-310	Closed	-$31.3K	–	397
2023 Q4	$31.3K	Buy	+310	New	+$31.3K	0.01%	339