WealthPlan Investment Management’s Novartis NVS Stock Holding History

WealthPlan Investment Management’s Portfolio NVS Stock Details NVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$1.13M	Sell
2025 Q1	$1.06M	Hold
2024 Q4	$924K	Hold
2024 Q3	$1.09M	Buy
2024 Q2	$1M	Buy
2023 Q3	–	Sell
2023 Q2	$18.2K	Buy