Boston Family Office’s Novartis NVS Stock Holding History

Boston Family Office’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Hold	12,935	–	–	0.1%	134
2025 Q1	$1.44M	Hold	12,935	–	–	0.1%	136
2024 Q4	$1.26M	Hold	12,935	–	–	0.09%	140
2024 Q3	$1.49M	Hold	12,935	–	–	0.1%	130
2024 Q2	$1.38M	Hold	12,935	–	–	0.1%	129
2024 Q1	$1.25M	Sell	12,935 -150	-1%	-$14.5K	0.09%	138
2023 Q4	$1.32M	Hold	13,085	–	–	0.1%	136
2023 Q3	$1.33M	Hold	13,085	–	–	0.11%	127
2023 Q2	$1.32M	Sell	13,085 -1,803	-12%	-$182K	0.1%	134
2023 Q1	$1.37M	Buy	14,888 +3	+0%	+$276	0.11%	131
2022 Q4	$1.35M	Sell	14,885 -600	-4%	-$54.4K	0.11%	134
2022 Q3	$1.18M	Hold	15,485	–	–	0.1%	136
2022 Q2	$1.31M	Sell	15,485 -350	-2%	-$29.6K	0.11%	125
2022 Q1	$1.39M	Sell	15,835 -550	-3%	-$48.3K	0.1%	134
2021 Q4	$1.43M	Sell	16,385 -430	-3%	-$37.6K	0.09%	137
2021 Q3	$1.38M	Sell	16,815 -529	-3%	-$43.3K	0.1%	137
2021 Q2	$1.58M	Sell	17,344 -350	-2%	-$31.9K	0.11%	136
2021 Q1	$1.55M	Sell	17,694 -631	-3%	-$55.2K	0.12%	133
2020 Q4	$1.73M	Hold	18,325	–	–	0.13%	120
2020 Q3	$1.59M	Hold	18,325	–	–	0.14%	116
2020 Q2	$1.6M	Hold	18,325	–	–	0.16%	114
2020 Q1	$1.51M	Sell	18,325 -193	-1%	-$15.9K	0.18%	107
2019 Q4	$1.75M	Sell	18,518 -5,589	-23%	-$529K	0.17%	117
2019 Q3	$2.1M	Sell	24,107 -3	-0%	-$261	0.22%	102
2019 Q2	$2.2M	Sell	24,110 -2,908	-11%	-$265K	0.23%	100
2019 Q1	$2.33M	Sell	27,018 -249	-0.9%	-$21.5K	0.25%	96
2018 Q4	$2.1M	Sell	27,267 -2,305	-8%	-$177K	0.26%	99
2018 Q3	$2.28M	Hold	29,572	–	–	0.24%	103
2018 Q2	$2M	Sell	29,572 -1,467	-5%	-$99.3K	0.23%	110
2018 Q1	$2.25M	Sell	31,039 -982	-3%	-$71.2K	0.26%	103
2017 Q4	$2.41M	Sell	32,021 -480	-1%	-$36.1K	0.26%	104
2017 Q3	$2.5M	Sell	32,501 -1,768	-5%	-$136K	0.28%	97
2017 Q2	$2.56M	Sell	34,269 -5,999	-15%	-$449K	0.3%	93
2017 Q1	$2.68M	Sell	40,268 -3,656	-8%	-$243K	0.33%	89
2016 Q4	$2.87M	Hold	43,924	–	–	0.37%	80
2016 Q3	$3.11M	Sell	43,924 -59	-0.1%	-$4.18K	0.4%	74
2016 Q2	$3.25M	Sell	43,983 -519	-1%	-$38.4K	0.42%	72
2016 Q1	$2.89M	Sell	44,502 -3,805	-8%	-$247K	0.38%	80
2015 Q4	$3.72M	Sell	48,307 -474	-1%	-$36.5K	0.51%	67
2015 Q3	$4.02M	Sell	48,781 -1,501	-3%	-$124K	0.56%	61
2015 Q2	$4.43M	Sell	50,282 -142	-0.3%	-$12.5K	0.56%	61
2015 Q1	$4.46M	Sell	50,424 -53	-0.1%	-$4.68K	0.55%	60
2014 Q4	$4.19M	Sell	50,477 -40	-0.1%	-$3.32K	0.52%	64
2014 Q3	$4.26M	Buy	50,517 +17	+0%	+$1.43K	0.55%	57
2014 Q2	$4.1M	Buy	50,500 +2,583	+5%	+$210K	0.52%	63
2014 Q1	$3.65M	Sell	47,917 -1,662	-3%	-$127K	0.48%	70
2013 Q4	$3.57M	Sell	49,579 -196	-0.4%	-$14.1K	0.47%	73
2013 Q3	$3.42M	Buy	49,775 +24	+0%	+$1.65K	0.49%	70
2013 Q2	$3.15M	Buy	+49,751	New	+$3.15M	0.48%	72