Heron Bay Capital Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,225	Closed	-$227K	–	101
2023 Q3	$227K	Buy	2,225 +215	+11%	+$21.9K	0.06%	72
2023 Q2	$203K	Buy	+2,010	New	+$203K	0.06%	75