Mar Vista Investment Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
207
| – | – | ﹤0.01% | 46 |
|
|
2025
Q1 | $23.1K | Sell |
207
-93
| -31% | -$10.4K | ﹤0.01% | 46 |
|
|
2024
Q4 | $29.2K | Hold |
300
| – | – | ﹤0.01% | 46 |
|
|
2024
Q3 | $34.5K | Hold |
300
| – | – | ﹤0.01% | 46 |
|
|
2024
Q2 | $31.9K | Sell |
300
-51,375
| -99% | -$5.47M | ﹤0.01% | 50 |
|
|
2024
Q1 | $5M | Hold |
51,675
| – | – | 0.22% | 37 |
|
|
2023
Q4 | $5.22M | Hold |
51,675
| – | – | 0.24% | 37 |
|
|
2023
Q3 | $5.26M | Hold |
51,675
| – | – | 0.25% | 35 |
|
|
2023
Q2 | $5.22M | Buy |
51,675
+14
| +0% | +$1.41K | 0.22% | 36 |
|
|
2023
Q1 | $4.75M | Buy |
51,661
+1,582
| +3% | +$146K | 0.21% | 36 |
|
|
2022
Q4 | $4.54M | Buy |
50,079
+3,030
| +6% | +$275K | 0.2% | 37 |
|
|
2022
Q3 | $3.58M | Sell |
47,049
-925
| -2% | -$70.3K | 0.16% | 37 |
|
|
2022
Q2 | $4.06M | Hold |
47,974
| – | – | 0.17% | 39 |
|
|
2022
Q1 | $4.21M | Buy |
47,974
+5,511
| +13% | +$484K | 0.13% | 38 |
|
|
2021
Q4 | $3.71M | Sell |
42,463
-95
| -0.2% | -$8.31K | 0.1% | 42 |
|
|
2021
Q3 | $3.48M | Hold |
42,558
| – | – | 0.09% | 42 |
|
|
2021
Q2 | $3.88M | Hold |
42,558
| – | – | 0.1% | 43 |
|
|
2021
Q1 | $3.64M | Buy |
42,558
+8
| +0% | +$684 | 0.08% | 43 |
|
|
2020
Q4 | $4.02M | Hold |
42,550
| – | – | 0.1% | 41 |
|
|
2020
Q3 | $3.7M | Buy |
42,550
+42,279
| +15,601% | +$3.68M | 0.1% | 39 |
|
|
2020
Q2 | $24K | Buy |
271
+14
| +5% | +$1.24K | ﹤0.01% | 48 |
|
|
2020
Q1 | $21K | Buy |
257
+74
| +40% | +$6.05K | ﹤0.01% | 50 |
|
|
2019
Q4 | $17K | Buy |
+183
| New | +$17K | ﹤0.01% | 49 |
|