ARMC
American Research & Management Company’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.9M | Sell |
51,290
-312
| -0.6% | -$23.7K | 1.08% | 29 |
|
|
2022
Q2 | $4.36M | Sell |
51,602
-816
| -2% | -$69K | 1.12% | 27 |
|
|
2022
Q1 | $4.6M | Sell |
52,418
-2,542
| -5% | -$223K | 1.01% | 30 |
|
|
2021
Q4 | $4.81M | Sell |
54,960
-150
| -0.3% | -$13.1K | 1.04% | 28 |
|
|
2021
Q3 | $4.51M | Sell |
55,110
-575
| -1% | -$47K | 1.04% | 29 |
|
|
2021
Q2 | $5.08M | Buy |
55,685
+216
| +0.4% | +$19.7K | 1.16% | 29 |
|
|
2021
Q1 | $4.74M | Sell |
55,469
-962
| -2% | -$82.2K | 1.14% | 29 |
|
|
2020
Q4 | $5.33M | Sell |
56,431
-50
| -0.1% | -$4.72K | 1.39% | 25 |
|
|
2020
Q3 | $4.91M | Sell |
56,481
-100
| -0.2% | -$8.7K | 1.43% | 23 |
|
|
2020
Q2 | $4.94M | Sell |
56,581
-493
| -0.9% | -$43.1K | 1.5% | 23 |
|
|
2020
Q1 | $4.71M | Sell |
57,074
-1,573
| -3% | -$130K | 1.79% | 18 |
|
|
2019
Q4 | $5.55M | Sell |
58,647
-950
| -2% | -$90K | 1.64% | 18 |
|
|
2019
Q3 | $5.18M | Sell |
59,597
-230
| -0.4% | -$20K | 1.56% | 18 |
|
|
2019
Q2 | $5.46M | Sell |
59,827
-780
| -1% | -$71.2K | 1.63% | 19 |
|
|
2019
Q1 | $5.83M | Buy |
60,607
+1,339
| +2% | +$129K | 1.66% | 18 |
|
|
2018
Q4 | $5.09M | Buy |
59,268
+280
| +0.5% | +$24K | 1.71% | 18 |
|
|
2018
Q3 | $5.08M | Buy |
58,988
+1,239
| +2% | +$107K | 1.51% | 20 |
|
|
2018
Q2 | $4.36M | Buy |
57,749
+625
| +1% | +$47.2K | 1.52% | 20 |
|
|
2018
Q1 | $4.62M | Sell |
57,124
-825
| -1% | -$66.7K | 1.52% | 20 |
|
|
2017
Q4 | $4.87M | Sell |
57,949
-450
| -0.8% | -$37.8K | 1.5% | 21 |
|
|
2017
Q3 | $5.01M | Hold |
58,399
| – | – | 1.62% | 19 |
|
|
2017
Q2 | $4.88M | Sell |
58,399
-150
| -0.3% | -$12.5K | 1.6% | 21 |
|
|
2017
Q1 | $4.35M | Sell |
58,549
-300
| -0.5% | -$22.3K | 1.55% | 23 |
|
|
2016
Q4 | $4.29M | Sell |
58,849
-3,085
| -5% | -$225K | 1.47% | 23 |
|
|
2016
Q3 | $4.89M | Buy |
61,934
+877
| +1% | +$69.2K | 1.78% | 16 |
|
|
2016
Q2 | $5.04M | Sell |
61,057
-701
| -1% | -$57.8K | 1.94% | 15 |
|
|
2016
Q1 | $4.47M | Buy |
61,758
+101
| +0.2% | +$7.32K | 1.88% | 17 |
|
|
2015
Q4 | $5.31M | Sell |
61,657
-1,117
| -2% | -$96.1K | 2.27% | 12 |
|
|
2015
Q3 | $5.77M | Buy |
62,774
+193
| +0.3% | +$17.7K | 2.52% | 10 |
|
|
2015
Q2 | $6.15M | Buy |
62,581
+119
| +0.2% | +$11.7K | 2.5% | 10 |
|
|
2015
Q1 | $6.16M | Sell |
62,462
-448
| -0.7% | -$44.2K | 2.51% | 8 |
|
|
2014
Q4 | $5.83M | Sell |
62,910
-50
| -0.1% | -$4.63K | 2.15% | 12 |
|
|
2014
Q3 | $5.93M | Sell |
62,960
-1,127
| -2% | -$106K | 2.14% | 11 |
|
|
2014
Q2 | $5.8M | Sell |
64,087
-570
| -0.9% | -$51.6K | 2.02% | 10 |
|
|
2014
Q1 | $5.5M | Sell |
64,657
-1,042
| -2% | -$88.6K | 1.96% | 10 |
|
|
2013
Q4 | $5.28M | Sell |
65,699
-235
| -0.4% | -$18.9K | 1.88% | 12 |
|
|
2013
Q3 | $5.06M | Sell |
65,934
-301
| -0.5% | -$23.1K | 2% | 11 |
|
|
2013
Q2 | $4.68M | Buy |
+66,235
| New | +$4.68M | 1.88% | 15 |
|