Boston Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $883K | Buy |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $985K | Buy |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $940K | Buy |
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $593K | Sell |
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|
2019
Q1 | $654K | Sell |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $698K | Buy |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $783K | Hold |
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|
2017
Q4 | $813K | Sell |
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|
2017
Q3 | $846K | Hold |
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|
2017
Q2 | $823K | Sell |
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|
2017
Q1 | $788K | Buy |
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|
2016
Q4 | $746K | Buy |
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|
2016
Q3 | $693K | Sell |
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|
2016
Q2 | $742K | Sell |
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|
2016
Q1 | $661K | Sell |
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|
2015
Q4 | $889K | Sell |
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|
2015
Q3 | $1.03M | Sell |
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|
2015
Q2 | $1.16M | Hold |
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|
2015
Q1 | $1.16M | Sell |
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|
2014
Q4 | $1.36M | Sell |
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|
2014
Q3 | $1.41M | Sell |
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|
2014
Q2 | $1.36M | Buy |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $1.05M | Buy |
|