Marotta Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Sell |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $836K | Sell |
|
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $781K | Buy |
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|
2022
Q4 | $715K | Sell |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $684K | Hold |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $571K | Buy |
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