Warther Private 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	–	Sell	-2,092	Closed	-$233K	–	63
2025 Q1	$233K	Buy	+2,092	New	+$233K	0.08%	58
2024 Q4	–	Sell	-1,887	Closed	-$217K	–	85
2024 Q3	$217K	Hold	1,887	–	–	0.08%	82
2024 Q2	$201K	Buy	+1,887	New	+$201K	0.08%	82