NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 4,491 Value ($000) $619 Avg Close Range
Q3 2025
Shares 4,481 Value ($000) $575 Avg Close Range
Q2 2025
Shares 4,593 Value ($000) $556 Avg Close Range
Q1 2025
Shares 4,620 Value ($000) $515 Avg Close Range
Q4 2024
Shares 4,725 Value ($000) $460 Avg Close Range
Q3 2024
Shares 4,602 Value ($000) $529 Avg Close Range
Q2 2024
Shares 4,836 Value ($000) $515 Avg Close Range
Q1 2024
Shares 5,949 Value ($000) $575 Avg Close Range
Q4 2023
Shares 5,971 Value ($000) $603 Avg Close Range
Q3 2023
Shares 5,978 Value ($000) $609 Avg Close Range
Q2 2023
Shares 6,038 Value ($000) $609 Avg Close Range
Q1 2023
Shares 6,494 Value ($000) $597 Avg Close Range
Q4 2022
Shares 7,594 Value ($000) $689 Avg Close Range