Marietta 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 | $2.07M | Sell |
17,104
-600
| -3% | -$72.6K | 0.45% | 54 |
|
|
2025
Q1 | $1.97M | Sell |
17,704
-110
| -0.6% | -$12.3K | 0.48% | 56 |
|
|
2024
Q4 | $1.73M | Sell |
17,814
-3,340
| -16% | -$325K | 0.38% | 59 |
|
|
2024
Q3 | $2.43M | Sell |
21,154
-250
| -1% | -$28.8K | 0.52% | 52 |
|
|
2024
Q2 | $2.28M | Sell |
21,404
-140
| -0.6% | -$14.9K | 0.5% | 52 |
|
|
2024
Q1 | $2.08M | Buy |
21,544
+392
| +2% | +$37.9K | 0.46% | 56 |
|
|
2023
Q4 | $2.14M | Buy |
21,152
+7,680
| +57% | +$775K | 0.53% | 54 |
|
|
2023
Q3 | $1.37M | Buy |
13,472
+90
| +0.7% | +$9.17K | 0.38% | 60 |
|
|
2023
Q2 | $1.35M | Buy |
+13,382
| New | +$1.35M | 0.35% | 63 |
|
|
2021
Q3 | – | Sell |
-2,362
| Closed | -$216K | – | 184 |
|
|
2021
Q2 | $216K | Buy |
+2,362
| New | +$216K | 0.05% | 175 |
|
|
2021
Q1 | – | Sell |
-2,128
| Closed | -$201K | – | 174 |
|
|
2020
Q4 | $201K | Buy |
+2,128
| New | +$201K | 0.05% | 154 |
|
|
2016
Q1 | – | Sell |
-11,028
| Closed | -$850K | – | 136 |
|
|
2015
Q4 | $850K | Sell |
11,028
-2,366
| -18% | -$182K | 0.34% | 70 |
|
|
2015
Q3 | $1.08M | Sell |
13,394
-3,933
| -23% | -$318K | 0.42% | 51 |
|
|
2015
Q2 | $1.53M | Buy |
17,327
+7,243
| +72% | +$638K | 0.59% | 43 |
|
|
2015
Q1 | $891K | Buy |
10,084
+2,857
| +40% | +$252K | 0.35% | 64 |
|
|
2014
Q4 | $600K | Buy |
+7,227
| New | +$600K | 0.24% | 67 |
|