Haven Private’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
5,568
+2,480
+80% +$300K 0.3% 79
2025
Q1
$344K Buy
3,088
+149
+5% +$16.6K 0.19% 105
2024
Q4
$286K Buy
+2,939
New +$286K 0.16% 121