Excalibur 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
$221K Buy
1,828
+8
+0.4% +$968 0.08% 157
2025
Q1
$203K Buy
+1,820
New +$203K 0.08% 160
2024
Q4
Sell
-1,820
Closed -$209K 171
2024
Q3
$209K Buy
+1,820
New +$209K 0.08% 157