Marotta Asset 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 | $801K | Sell |
6,623
-647
| -9% | -$78.3K | 0.16% | 56 |
|
|
2025
Q1 | $836K | Buy |
7,270
+267
| +4% | +$30.7K | 0.16% | 61 |
|
|
2024
Q4 | $680K | Sell |
7,003
-267
| -4% | -$25.9K | 0.14% | 62 |
|
|
2024
Q3 | $836K | Sell |
7,270
-108
| -1% | -$12.4K | 0.16% | 61 |
|
|
2024
Q2 | $786K | Sell |
7,378
-114
| -2% | -$12.1K | 0.16% | 57 |
|
|
2024
Q1 | $725K | Sell |
7,492
-71
| -0.9% | -$6.87K | 0.15% | 59 |
|
|
2023
Q4 | $764K | Sell |
7,563
-142
| -2% | -$14.3K | 0.16% | 58 |
|
|
2023
Q3 | $785K | Sell |
7,705
-36
| -0.5% | -$3.67K | 0.18% | 55 |
|
|
2023
Q2 | $781K | Buy |
+7,741
| New | +$781K | 0.17% | 53 |
|
|
2022
Q4 | $715K | Sell |
7,882
-122
| -2% | -$11.1K | 0.17% | 58 |
|
|
2022
Q3 | $608K | Sell |
8,004
-105
| -1% | -$7.98K | 0.16% | 56 |
|
|
2022
Q2 | $684K | Hold |
8,109
| – | – | 0.17% | 58 |
|
|
2022
Q1 | $712K | Buy |
8,109
+44
| +0.5% | +$3.86K | 0.17% | 61 |
|
|
2021
Q4 | $705K | Buy |
8,065
+170
| +2% | +$14.9K | 0.16% | 54 |
|
|
2021
Q3 | $646K | Buy |
7,895
+115
| +1% | +$9.41K | 0.16% | 54 |
|
|
2021
Q2 | $713K | Buy |
7,780
+1,142
| +17% | +$105K | 0.17% | 55 |
|
|
2021
Q1 | $571K | Buy |
+6,638
| New | +$571K | 0.15% | 53 |
|