Transform Wealth’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$3.18M	Sell	27,573 -330	-1%	-$38.1K	0.19%	91
2024 Q4	$2.72M	Sell	27,903 -389	-1%	-$37.9K	0.15%	106
2024 Q3	$3.25M	Buy	28,292 +5,141	+22%	+$591K	0.22%	83
2024 Q2	$2.46M	Sell	23,151 -495	-2%	-$52.7K	0.19%	89
2024 Q1	$2.38M	Sell	23,646 -432	-2%	-$43.4K	0.23%	90
2023 Q4	$2.43M	Sell	24,078 -223	-0.9%	-$22.5K	0.24%	101
2023 Q3	$2.48M	Buy	+24,301	New	+$2.48M	0.26%	93
2021 Q2	–	Sell	-30,574	Closed	-$2.61M	–	229
2021 Q1	$2.61M	Buy	30,574 +757	+3%	+$64.7K	0.52%	67
2020 Q4	$2.82M	Sell	29,817 -14,629	-33%	-$1.38M	0.59%	59
2020 Q3	$3.87M	Sell	44,446 -263	-0.6%	-$22.9K	0.62%	55
2020 Q2	$3.91M	Buy	44,709 +32,998	+282%	+$2.88M	0.67%	55
2020 Q1	$966K	Sell	11,711 -772	-6%	-$63.7K	0.21%	105
2019 Q4	$1.18M	Sell	12,483 -580	-4%	-$54.9K	0.19%	110
2019 Q3	$1.14M	Sell	13,063 -543	-4%	-$47.2K	0.2%	112
2019 Q2	$1.24M	Sell	13,606 -12,708	-48%	-$1.16M	0.18%	120
2019 Q1	$2.27M	Buy	26,314 +2,646	+11%	+$228K	0.42%	84
2018 Q4	$1.82M	Sell	23,668 -13,659	-37%	-$1.05M	0.37%	83
2018 Q3	$2.88M	Buy	37,327 +15,809	+73%	+$1.22M	0.5%	73
2018 Q2	$1.46M	Buy	21,518 +2,249	+12%	+$152K	0.26%	109
2018 Q1	$1.4M	Buy	19,269 +924	+5%	+$66.9K	0.27%	122
2017 Q4	$1.38M	Buy	18,345 +1,356	+8%	+$102K	0.25%	125
2017 Q3	$1.31M	Buy	+16,989	New	+$1.31M	0.46%	80
2017 Q2	–	Sell	-15,428	Closed	-$1.03M	–	124
2017 Q1	$1.03M	Buy	+15,428	New	+$1.03M	0.38%	92