MMBG Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
3,492
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $389K | Hold |
3,492
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $340K | Sell |
3,492
-1,510
| -30% | -$147K | 0.04% | 142 |
|
|
2024
Q3 | $575K | Hold |
5,002
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $533K | Hold |
5,002
| – | – | 0.06% | 113 |
|
|
2024
Q1 | $484K | Sell |
5,002
-490
| -9% | -$47.4K | 0.05% | 123 |
|
|
2023
Q4 | $555K | Hold |
5,492
| – | – | 0.07% | 120 |
|
|
2023
Q3 | $559K | Hold |
5,492
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $541K | Hold |
5,492
| – | – | 0.07% | 114 |
|
|
2023
Q1 | $505K | Hold |
5,492
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $498K | Buy |
5,492
+1,696
| +45% | +$154K | 0.07% | 118 |
|
|
2022
Q3 | $289K | Hold |
3,796
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $321K | Hold |
3,796
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $333K | Hold |
3,796
| – | – | 0.03% | 134 |
|
|
2021
Q4 | $332K | Buy |
+3,796
| New | +$332K | 0.03% | 143 |
|