Straight Path Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$253K Hold
2023
Q3
$255K Hold
2023
Q2
$253K Hold
2023
Q1
$231K Sell
2022
Q4
$228K Buy
2022
Q3
Sell
2022
Q2
$213K Hold
2022
Q1
$221K Hold
2021
Q4
$220K Buy