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Unique Wealth Strategies’s Novartis NVS Stock Holding History

Unique Wealth Strategies’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$950K Hold
9,826
– – 0.45% 63
2024
Q1 		$950K Buy
9,826
+1,656
+20% +$160K 0.47% 63
2023
Q4 		$825K Buy
+8,170
New +$825K 0.55% 59