SWP
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Sagespring Wealth Partners’s Novartis NVS Stock Holding History

Sagespring Wealth Partners’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$981K Buy
8,110
+2,351
+41% +$284K 0.02% 285
2025
Q1 		$642K Buy
5,759
+2,325
+68% +$259K 0.02% 332
2024
Q4 		$334K Buy
+3,434
New +$334K 0.01% 448