NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

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

Q4 2025
Shares 12,947 Value ($000) $1,785 Avg Close — Range —
Q3 2025
Shares 13,197 Value ($000) $1,692 Avg Close — Range —
Q2 2025
Shares 13,322 Value ($000) $1,612 Avg Close — Range —
Q1 2025
Shares 14,200 Value ($000) $1,583 Avg Close — Range —
Q4 2024
Shares 15,000 Value ($000) $1,460 Avg Close — Range —
Q3 2024
Shares 16,625 Value ($000) $1,912 Avg Close — Range —
Q2 2024
Shares 17,575 Value ($000) $1,871 Avg Close — Range —
Q1 2024
Shares 17,625 Value ($000) $1,705 Avg Close — Range —
Q4 2023
Shares 18,285 Value ($000) $1,846 Avg Close — Range —
Q3 2023
Shares 17,850 Value ($000) $1,818 Avg Close — Range —
Q2 2023
Shares 18,200 Value ($000) $1,837 Avg Close — Range —
Q1 2023
Shares 18,350 Value ($000) $1,688 Avg Close — Range —
Q4 2022
Shares 18,350 Value ($000) $1,665 Avg Close — Range —