Marquette 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 | $2.06K | Hold |
17
| – | – | ﹤0.01% | 127 |
|
|
2025
Q1 | $1.9K | Hold |
17
| – | – | ﹤0.01% | 130 |
|
|
2024
Q4 | $1.66K | Hold |
17
| – | – | ﹤0.01% | 183 |
|
|
2024
Q3 | $1.96K | Hold |
17
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $1.81K | Hold |
17
| – | – | ﹤0.01% | 183 |
|
|
2024
Q1 | $1.65K | Hold |
17
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $1.72K | Hold |
17
| – | – | ﹤0.01% | 187 |
|
|
2023
Q3 | $1.73K | Hold |
17
| – | – | ﹤0.01% | 275 |
|
|
2023
Q2 | $1.72K | Hold |
17
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $1.56K | Sell |
17
-300
| -95% | -$27.6K | ﹤0.01% | 201 |
|
|
2022
Q4 | $28.8K | Hold |
317
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $24K | Sell |
317
-48
| -13% | -$3.63K | 0.01% | 171 |
|
|
2022
Q2 | $31K | Hold |
365
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $32K | Buy |
365
+65
| +22% | +$5.7K | 0.01% | 214 |
|
|
2021
Q4 | $26K | Hold |
300
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $25K | Hold |
300
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $27K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $26K | Hold |
300
| – | – | 0.01% | 190 |
|
|
2020
Q4 | $28K | Hold |
300
| – | – | 0.01% | 188 |
|
|
2020
Q3 | $26K | Sell |
300
-241
| -45% | -$20.9K | 0.01% | 171 |
|
|
2020
Q2 | $47K | Buy |
541
+241
| +80% | +$20.9K | 0.02% | 150 |
|
|
2020
Q1 | $25K | Buy |
+300
| New | +$25K | 0.01% | 184 |
|