True Wealth Design’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Buy |
136
+9
| +7% | +$1.09K | 0.01% | 433 |
|
|
2025
Q1 | $14.2K | Sell |
127
-2
| -2% | -$223 | 0.01% | 401 |
|
|
2024
Q4 | $12.6K | Buy |
129
+27
| +26% | +$2.63K | ﹤0.01% | 391 |
|
|
2024
Q3 | $11.7K | Buy |
102
+19
| +23% | +$2.19K | ﹤0.01% | 395 |
|
|
2024
Q2 | $8.84K | Buy |
+83
| New | +$8.84K | ﹤0.01% | 246 |
|