Mill 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 | $537K | Hold |
4,438
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $495K | Sell |
4,438
-413
| -9% | -$46K | 0.04% | 92 |
|
|
2024
Q4 | $472K | Sell |
4,851
-2,483
| -34% | -$242K | 0.04% | 90 |
|
|
2024
Q3 | $844K | Hold |
7,334
| – | – | 0.07% | 82 |
|
|
2024
Q2 | $781K | Sell |
7,334
-750
| -9% | -$79.8K | 0.06% | 81 |
|
|
2024
Q1 | $782K | Sell |
8,084
-300
| -4% | -$29K | 0.07% | 86 |
|
|
2023
Q4 | $847K | Hold |
8,384
| – | – | 0.08% | 83 |
|
|
2023
Q3 | $854K | Sell |
8,384
-175
| -2% | -$17.8K | 0.08% | 80 |
|
|
2023
Q2 | $864K | Hold |
8,559
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $787K | Sell |
8,559
-300
| -3% | -$27.6K | 0.08% | 85 |
|
|
2022
Q4 | $804K | Hold |
8,859
| – | – | 0.09% | 80 |
|
|
2022
Q3 | $673K | Buy |
8,859
+1,013
| +13% | +$77K | 0.08% | 82 |
|
|
2022
Q2 | $663K | Hold |
7,846
| – | – | 0.07% | 83 |
|
|
2022
Q1 | $688K | Sell |
7,846
-400
| -5% | -$35.1K | 0.07% | 90 |
|
|
2021
Q4 | $721K | Buy |
+8,246
| New | +$721K | 0.07% | 75 |
|