MLL
Moody Lynn & Lieberson’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,289
| – | – | 0.02% | 221 |
|
|
2025
Q1 | $255K | Hold |
2,289
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $223K | Hold |
2,289
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $263K | Sell |
2,289
-200
| -8% | -$23K | 0.02% | 222 |
|
|
2024
Q2 | $265K | Hold |
2,489
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $241K | Hold |
2,489
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $251K | Hold |
2,489
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $254K | Hold |
2,489
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $251K | Sell |
2,489
-77
| -3% | -$7.77K | 0.02% | 199 |
|
|
2023
Q1 | $236K | Sell |
2,566
-2,000
| -44% | -$184K | 0.02% | 203 |
|
|
2022
Q4 | $414K | Buy |
4,566
+95
| +2% | +$8.61K | 0.04% | 173 |
|
|
2022
Q3 | $340K | Sell |
4,471
-283
| -6% | -$21.5K | 0.03% | 177 |
|
|
2022
Q2 | $402K | Sell |
4,754
-796
| -14% | -$67.3K | 0.04% | 166 |
|
|
2022
Q1 | $487K | Hold |
5,550
| – | – | 0.04% | 152 |
|
|
2021
Q4 | $485K | Hold |
5,550
| – | – | 0.03% | 170 |
|
|
2021
Q3 | $454K | Buy |
5,550
+299
| +6% | +$24.5K | 0.03% | 164 |
|
|
2021
Q2 | $479K | Buy |
5,251
+43
| +0.8% | +$3.92K | 0.04% | 156 |
|
|
2021
Q1 | $445K | Buy |
5,208
+675
| +15% | +$57.7K | 0.04% | 165 |
|
|
2020
Q4 | $428K | Sell |
4,533
-130
| -3% | -$12.3K | 0.04% | 158 |
|
|
2020
Q3 | $405K | Buy |
4,663
+285
| +7% | +$24.8K | 0.04% | 147 |
|
|
2020
Q2 | $382K | Sell |
4,378
-129
| -3% | -$11.3K | 0.04% | 140 |
|
|
2020
Q1 | $372 | Hold |
4,507
| – | – | 0.05% | 126 |
|
|
2019
Q4 | $427K | Buy |
4,507
+79
| +2% | +$7.49K | 0.04% | 166 |
|
|
2019
Q3 | $385K | Buy |
4,428
+130
| +3% | +$11.3K | 0.04% | 153 |
|
|
2019
Q2 | $392K | Buy |
4,298
+175
| +4% | +$16K | 0.04% | 163 |
|
|
2019
Q1 | $396K | Buy |
4,123
+18
| +0.4% | +$1.73K | 0.05% | 158 |
|
|
2018
Q4 | $352K | Buy |
4,105
+305
| +8% | +$26.2K | 0.05% | 160 |
|
|
2018
Q3 | $327K | Hold |
3,800
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $287K | Sell |
3,800
-1,430
| -27% | -$108K | 0.03% | 189 |
|
|
2018
Q1 | $423K | Buy |
5,230
+200
| +4% | +$16.2K | 0.05% | 169 |
|
|
2017
Q4 | $461K | Buy |
5,030
+145
| +3% | +$13.3K | 0.05% | 174 |
|
|
2017
Q3 | $419K | Buy |
4,885
+85
| +2% | +$7.29K | 0.05% | 172 |
|
|
2017
Q2 | $401K | Buy |
+4,800
| New | +$401K | 0.05% | 175 |
|
|
2015
Q3 | – | Sell |
-98,410
| Closed | -$9.68M | – | 188 |
|
|
2015
Q2 | $9.68M | Sell |
98,410
-2,011
| -2% | -$198K | 1.54% | 18 |
|
|
2015
Q1 | $9.9M | Buy |
+100,421
| New | +$9.9M | 1.58% | 18 |
|