Merrion Investment 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 | $287K | Hold |
2,370
| – | – | 0.19% | 88 |
|
|
2025
Q1 | $264K | Sell |
2,370
-165
| -7% | -$18.4K | 0.19% | 88 |
|
|
2024
Q4 | $247K | Hold |
2,535
| – | – | 0.17% | 90 |
|
|
2024
Q3 | $292K | Hold |
2,535
| – | – | 0.19% | 85 |
|
|
2024
Q2 | $270K | Hold |
2,535
| – | – | 0.19% | 85 |
|
|
2024
Q1 | $245K | Hold |
2,535
| – | – | 0.18% | 90 |
|
|
2023
Q4 | $256K | Hold |
2,535
| – | – | 0.2% | 80 |
|
|
2023
Q3 | $258K | Sell |
2,535
-865
| -25% | -$88.1K | 0.22% | 77 |
|
|
2023
Q2 | $343K | Hold |
3,400
| – | – | 0.29% | 66 |
|
|
2023
Q1 | $313K | Hold |
3,400
| – | – | 0.3% | 61 |
|
|
2022
Q4 | $308K | Sell |
3,400
-350
| -9% | -$31.8K | 0.29% | 62 |
|
|
2022
Q3 | $285K | Hold |
3,750
| – | – | 0.28% | 66 |
|
|
2022
Q2 | $317K | Sell |
3,750
-190
| -5% | -$16.1K | 0.31% | 64 |
|
|
2022
Q1 | $345K | Buy |
3,940
+2
| +0.1% | +$175 | 0.25% | 72 |
|
|
2021
Q4 | $344K | Hold |
3,938
| – | – | 0.25% | 73 |
|
|
2021
Q3 | $322K | Hold |
3,938
| – | – | 0.25% | 71 |
|
|
2021
Q2 | $359K | Sell |
3,938
-110
| -3% | -$10K | 0.27% | 68 |
|
|
2021
Q1 | $346K | Buy |
4,048
+1
| +0% | +$85 | 0.29% | 63 |
|
|
2020
Q4 | $382K | Buy |
+4,047
| New | +$382K | 0.32% | 59 |
|