Privium Fund Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,000
Closed -$580K 134
2024
Q1
$580K Sell
6,000
-3,980
-40% -$385K 0.16% 57
2023
Q4
$1.01M Sell
9,980
-1,000
-9% -$101K 0.28% 40
2023
Q3
$1.12M Sell
10,980
-2,270
-17% -$231K 0.33% 42
2023
Q2
$1.32M Hold
13,250
0.38% 42
2023
Q1
$1.22M Buy
13,250
+2,000
+18% +$184K 0.41% 36
2022
Q4
$1.03M Hold
11,250
0.39% 35
2022
Q3
$861K Buy
+11,250
New +$861K 0.31% 45