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TritonPoint Wealth’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+1,674
New +$203K 0.02% 336
2024
Q2
Sell
-2,157
Closed -$290K 334
2024
Q1
$290K Sell
2,157
-720
-25% -$97K 0.03% 261
2023
Q4
$290K Buy
+2,877
New +$290K 0.03% 268