Mattern Capital 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 | $268K | Buy |
2,216
+5
| +0.2% | +$605 | 0.03% | 158 |
|
|
2025
Q1 | $246K | Hold |
2,211
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $215K | Hold |
2,211
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $254K | Hold |
2,211
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $235K | Hold |
2,211
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $214K | Hold |
2,211
| – | – | 0.03% | 157 |
|
|
2023
Q4 | $223K | Sell |
2,211
-39
| -2% | -$3.94K | 0.03% | 132 |
|
|
2023
Q3 | $229K | Sell |
2,250
-36
| -2% | -$3.67K | 0.04% | 130 |
|
|
2023
Q2 | $231K | Buy |
+2,286
| New | +$231K | 0.04% | 127 |
|
|
2020
Q2 | – | Sell |
-2,631
| Closed | -$217K | – | 107 |
|
|
2020
Q1 | $217K | Sell |
2,631
-92
| -3% | -$7.59K | 0.07% | 100 |
|
|
2019
Q4 | $258K | Buy |
+2,723
| New | +$258K | 0.07% | 95 |
|