NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,111 Value ($000) $429 Avg Close Range
Q3 2025
Shares 2,560 Value ($000) $328 Avg Close Range
Q2 2025
Shares 2,120 Value ($000) $257 Avg Close Range
Q1 2025
Shares 3,021 Value ($000) $337 Avg Close Range
Q4 2024
Shares 4,908 Value ($000) $478 Avg Close Range
Q3 2024
Shares 5,000 Value ($000) $575 Avg Close Range
Q2 2024
Shares 6,200 Value ($000) $660 Avg Close Range
Q1 2024
Shares 5,368 Value ($000) $519 Avg Close Range
Q4 2023
Shares 5,091 Value ($000) $514 Avg Close Range
Q3 2021
Shares 3,322 Value ($000) $272 Avg Close Range
Q2 2021
Shares 2,466 Value ($000) $225 Avg Close Range
Q1 2021
Shares 2,864 Value ($000) $245 Avg Close Range
Q4 2020
Shares 2,895 Value ($000) $273 Avg Close Range
Q3 2020
Shares 4,556 Value ($000) $0 Avg Close Range
Q2 2020
Shares 4,456 Value ($000) $389 Avg Close Range
Q1 2020
Shares 4,200 Value ($000) $346 Avg Close Range
Q4 2019
Shares 3,097 Value ($000) $293 Avg Close Range
Q3 2019
Shares 3,066 Value ($000) $266 Avg Close Range