Wolf Group Capital Advisors’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$222K	Buy	+1,995	New	+$222K	0.07%	158
2014 Q2	–	Sell	-4,197	Closed	-$320K	–	98
2014 Q1	$320K	Sell	4,197 -5,470	-57%	-$417K	0.25%	88
2013 Q4	$696K	Buy	+9,667	New	+$696K	0.56%	65