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Whipplewood Advisors’s Novartis NVS Stock Holding History

Whipplewood Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$191K Sell
1,579
-38
-2% -$4.6K 0.11% 172
2025
Q1 		$175K Buy
1,617
+120
+8% +$13K 0.1% 169
2024
Q4 		$146K Buy
+1,497
New +$146K 0.08% 193