Traveka Wealth’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
3,255
-616
-16% -$74.5K 0.21% 79
2025
Q1
$432K Buy
3,871
+567
+17% +$63.2K 0.24% 72
2024
Q4
$321K Sell
3,304
-221
-6% -$21.5K 0.18% 90
2024
Q3
$405K Buy
3,525
+128
+4% +$14.7K 0.21% 70
2024
Q2
$362K Buy
3,397
+296
+10% +$31.5K 0.18% 72
2024
Q1
$300K Buy
3,101
+207
+7% +$20K 0.14% 81
2023
Q4
$292K Buy
+2,894
New +$292K 0.15% 84