Number of Shares
13,215.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
2.6%
Total Estimate Gain
$206,341.14
% of Total Estimate Gain
13.84%

Solutions 4 Wealth, Ltd's Novartis AG Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 13,215.00 shares of Novartis AG(NVS), totaling $1.47 Mil. This investment constitutes 2.6% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2024Q2. And since then Solutions 4 Wealth, Ltd has made 1 purchases of NVS, at an average price of $100.38, for a total of 14,854.00 shares. In addition, there have been 2 sales at an average price of $110.90 for 1,639.00 shares. Based on historical transaction data and NVS's current price of $114.69, Solutions 4 Wealth, Ltd's estimated gain on his NVS holdings is $206,341.14, reflecting a 13.84% gain to date.

Solutions 4 Wealth, Ltd NVS ($114.69) Holding Chart

Solutions 4 Wealth, Ltd NVS ($114.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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