Marco Investment Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
14,120
-300
-2% -$36.3K 0.14% 95
2025
Q1
$1.61M Sell
14,420
-175
-1% -$19.5K 0.15% 96
2024
Q4
$1.42M Sell
14,595
-300
-2% -$29.2K 0.12% 99
2024
Q3
$1.71M Sell
14,895
-10
-0.1% -$1.15K 0.15% 94
2024
Q2
$1.59M Sell
14,905
-425
-3% -$45.2K 0.15% 96
2024
Q1
$1.48M Buy
15,330
+1,560
+11% +$151K 0.14% 103
2023
Q4
$1.39M Buy
13,770
+338
+3% +$34.1K 0.14% 102
2023
Q3
$1.37M Sell
13,432
-1,000
-7% -$102K 0.16% 99
2023
Q2
$1.46M Sell
14,432
-878
-6% -$88.6K 0.16% 100
2023
Q1
$1.41M Hold
15,310
0.16% 102
2022
Q4
$1.39M Sell
15,310
-7
-0% -$635 0.16% 96
2022
Q3
$1.16M Sell
15,317
-12
-0.1% -$912 0.15% 99
2022
Q2
$1.3M Buy
15,329
+197
+1% +$16.7K 0.15% 102
2022
Q1
$1.33M Sell
15,132
-785
-5% -$68.9K 0.13% 112
2021
Q4
$1.39M Sell
15,917
-26,642
-63% -$2.33M 0.14% 112
2021
Q3
$3.48M Sell
42,559
-68
-0.2% -$5.56K 0.38% 67
2021
Q2
$3.89M Sell
42,627
-1,105
-3% -$101K 0.45% 59
2021
Q1
$3.74M Buy
43,732
+10,000
+30% +$855K 0.49% 54
2020
Q4
$3.19M Buy
33,732
+20,575
+156% +$1.94M 0.46% 54
2020
Q3
$1.14M Sell
13,157
-200
-1% -$17.4K 0.19% 90
2020
Q2
$1.17M Buy
13,357
+542
+4% +$47.4K 0.21% 80
2020
Q1
$1.06M Sell
12,815
-875
-6% -$72.2K 0.22% 77
2019
Q4
$1.3M Buy
13,690
+100
+0.7% +$9.47K 0.2% 87
2019
Q3
$1.18M Sell
13,590
-945
-7% -$82.1K 0.2% 91
2019
Q2
$1.33M Sell
14,535
-1,691
-10% -$154K 0.24% 86
2019
Q1
$1.4M Buy
16,226
+1,065
+7% +$91.8K 0.26% 81
2018
Q4
$1.17M Sell
15,161
-3,650
-19% -$281K 0.23% 87
2018
Q3
$1.45M Hold
18,811
0.21% 87
2018
Q2
$1.27M Sell
18,811
-376
-2% -$25.4K 0.2% 91
2018
Q1
$1.39M Sell
19,187
-12,221
-39% -$885K 0.22% 89
2017
Q4
$2.36M Sell
31,408
-734
-2% -$55.2K 0.36% 72
2017
Q3
$2.47M Buy
32,142
+1,011
+3% +$77.8K 0.39% 72
2017
Q2
$2.33M Sell
31,131
-5,435
-15% -$406K 0.38% 71
2017
Q1
$2.43M Buy
36,566
+447
+1% +$29.7K 0.41% 70
2016
Q4
$2.36M Sell
36,119
-2,177
-6% -$142K 0.41% 71
2016
Q3
$2.71M Sell
38,296
-111
-0.3% -$7.86K 0.49% 61
2016
Q2
$2.84M Sell
38,407
-586
-2% -$43.3K 0.53% 61
2016
Q1
$2.53K Sell
38,993
-806
-2% -$52 0.37% 66
2015
Q4
$3.07M Buy
39,799
+335
+0.8% +$25.8K 0.57% 57
2015
Q3
$3.25M Sell
39,464
-112
-0.3% -$9.22K 0.64% 51
2015
Q2
$3.49M Sell
39,576
-548
-1% -$48.3K 0.58% 62
2015
Q1
$3.55M Buy
40,124
+1,167
+3% +$103K 0.62% 56
2014
Q4
$3.24M Sell
38,957
-168
-0.4% -$14K 0.41% 64
2014
Q3
$3.3M Sell
39,125
-4,551
-10% -$384K 0.46% 59
2014
Q2
$3.54M Sell
43,676
-825
-2% -$66.9K 0.68% 55
2014
Q1
$3.39M Buy
44,501
+1,898
+4% +$145K 0.71% 55
2013
Q4
$3.07K Hold
42,603
0.16% 59
2013
Q3
$2.93M Buy
42,603
+558
+1% +$38.4K 0.67% 57
2013
Q2
$2.66M Buy
+42,045
New +$2.66M 0.77% 46