MCM
Marsico Capital Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-51,111
| Closed | -$5.21M | – | 74 |
|
|
2023
Q3 | $5.21M | Buy |
+51,111
| New | +$5.21M | 0.22% | 50 |
|
|
2016
Q1 | – | Sell |
-114,602
| Closed | -$9.86M | – | 91 |
|
|
2015
Q4 | $9.86M | Sell |
114,602
-53,631
| -32% | -$4.61M | 0.17% | 55 |
|
|
2015
Q3 | $15.5M | Sell |
168,233
-19,198
| -10% | -$1.76M | 0.16% | 67 |
|
|
2015
Q2 | $18.4M | Hold |
187,431
| – | – | 0.16% | 70 |
|
|
2015
Q1 | $18.5M | Buy |
187,431
+105,233
| +128% | +$10.4M | 0.16% | 70 |
|
|
2014
Q4 | $7.62M | Buy |
+82,198
| New | +$7.62M | 0.06% | 80 |
|