Roxbury Financial’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$450K	Sell	3,718 -20	-0.5%	-$2.42K	0.44%	53
2025 Q1	$408K	Sell	3,738 -31	-0.8%	-$3.38K	0.4%	57
2024 Q4	$399K	Buy	+3,769	New	+$399K	0.38%	58