Baystate Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.6K | Buy |
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|
2023
Q3 | $31.6K | Buy |
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|
2023
Q2 | $26.3K | Hold |
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|
2023
Q1 | $24K | Sell |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $54K | Buy |
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|
2019
Q2 | $47K | Sell |
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|
2019
Q1 | $40K | Buy |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $42K | Sell |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $40K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $41K | Buy |
|