Claret Asset Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	-$229K	–	447
2025 Q1	–	Hold	0	–	–	–	226
2023 Q4	–	Sell	-2,411	Closed	-$246K	–	194
2023 Q3	$246K	Hold	2,411	–	–	0.05%	120
2023 Q2	$243K	Buy	+2,411	New	+$243K	0.05%	124