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 |
9,072
+1,027
| +13% | +$110K | 0.03% | 203 |
|
|
2024
Q3 | $925K | Sell |
8,045
-1,203
| -13% | -$137K | 0.03% | 201 |
|
|
2024
Q2 | $985K | Buy |
9,248
+715
| +8% | +$71.8K | 0.03% | 191 |
|
|
2024
Q1 | $825K | Sell |
8,533
-775
| -8% | -$79.5K | 0.03% | 209 |
|
|
2023
Q4 | $940K | Buy |
9,308
+843
| +10% | +$81.4K | 0.03% | 196 |
|
|
2023
Q3 | $862K | Buy |
8,465
+342
| +4% | +$34.7K | 0.03% | 185 |
|
|
2023
Q2 | $820K | Buy |
8,123
+4,578
| +129% | +$458K | 0.03% | 198 |
|
|
2023
Q1 | $326K | Buy |
3,545
+178
| +5% | +$15.5K | 0.01% | 265 |
|
|
2022
Q4 | $305K | Buy |
3,367
+375
| +13% | +$31.6K | 0.01% | 266 |
|
|
2022
Q3 | $227K | Sell |
2,992
-4
| -0.1% | -$332 | 0.01% | 281 |
|
|
2022
Q2 | $253K | Buy |
2,996
+8
| +0.3% | +$702 | 0.01% | 261 |
|
|
2022
Q1 | $262K | Buy |
+2,988
| New | +$259K | 0.01% | 252 |
|
|
2021
Q1 | – | Sell |
-3,170
| Closed | -$299K | – | 238 |
|
|
2020
Q4 | $299K | Sell |
3,170
-835
| -21% | -$73K | 0.01% | 204 |
|
|
2020
Q3 | $348K | Sell |
4,005
-200
| -5% | -$17.3K | 0.02% | 191 |
|
|
2020
Q2 | $367K | Sell |
4,205
-506
| -11% | -$43.7K | 0.02% | 181 |
|
|
2020
Q1 | $388K | Sell |
4,711
-938
| -17% | -$83.7K | 0.02% | 173 |
|
|
2019
Q4 | $535K | Sell |
5,649
-200
| -3% | -$17.9K | 0.03% | 165 |
|
|
2019
Q3 | $508K | Sell |
5,849
-650
| -10% | -$58.4K | 0.03% | 178 |
|
|
2019
Q2 | $593K | Sell |
6,499
-1,089
| -14% | -$92.2K | 0.03% | 164 |
|
|
2019
Q1 | $654K | Sell |
7,588
-669
| -8% | -$53.7K | 0.04% | 160 |
|
|
2018
Q4 | $635K | Sell |
8,257
-788
| -9% | -$61.3K | 0.04% | 165 |
|
|
2018
Q3 | $698K | Buy |
9,045
+1,590
| +21% | +$118K | 0.04% | 185 |
|
|
2018
Q2 | $505K | Sell |
7,455
-3,348
| -31% | -$231K | 0.03% | 184 |
|
|
2018
Q1 | $783K | Hold |
10,803
| – | – | 0.05% | 169 |
|
|
2017
Q4 | $813K | Sell |
10,803
-195
| -2% | -$14.7K | 0.05% | 175 |
|
|
2017
Q3 | $846K | Hold |
10,998
| – | – | 0.06% | 174 |
|
|
2017
Q2 | $823K | Sell |
10,998
-837
| -7% | -$59.3K | 0.06% | 179 |
|
|
2017
Q1 | $788K | Buy |
11,835
+403
| +4% | +$26.9K | 0.06% | 186 |
|
|
2016
Q4 | $746K | Buy |
11,432
+1,642
| +17% | +$107K | 0.06% | 189 |
|
|
2016
Q3 | $693K | Sell |
9,790
-245
| -2% | -$17.9K | 0.06% | 193 |
|
|
2016
Q2 | $742K | Sell |
10,035
-154
| -2% | -$10.6K | 0.06% | 187 |
|
|
2016
Q1 | $661K | Sell |
10,189
-1,339
| -12% | -$91.1K | 0.1% | 128 |
|
|
2015
Q4 | $889K | Sell |
11,528
-1,033
| -8% | -$82.1K | 0.13% | 125 |
|
|
2015
Q3 | $1.03M | Sell |
12,561
-558
| -4% | -$49.7K | 0.15% | 132 |
|
|
2015
Q2 | $1.16M | Hold |
13,119
| – | – | 0.15% | 143 |
|
|
2015
Q1 | $1.16M | Sell |
13,119
-3,264
| -20% | -$290K | 0.15% | 137 |
|
|
2014
Q4 | $1.36M | Sell |
16,383
-279
| -2% | -$23.1K | 0.17% | 132 |
|
|
2014
Q3 | $1.41M | Sell |
16,662
-167
| -1% | -$13.5K | 0.18% | 127 |
|
|
2014
Q2 | $1.36M | Buy |
16,829
+307
| +2% | +$24.1K | 0.18% | 133 |
|
|
2014
Q1 | $1.26M | Buy |
16,522
+204
| +1% | +$14.9K | 0.17% | 136 |
|
|
2013
Q4 | $1.18M | Buy |
16,318
+234
| +1% | +$16.3K | 0.16% | 134 |
|
|
2013
Q3 | $1.11M | Sell |
16,084
-558
| -3% | -$36.9K | 0.17% | 130 |
|
|
2013
Q2 | $1.05M | Buy |
+16,642
| New | +$1.08M | 0.16% | 132 |
|
Other funds holding NVS
Boston Financial Management's NVS Position: Q4 2024 in Review
Boston Financial Management increased its Novartis (NVS) stake by 13% in Q4 2024, buying an estimated $110K and bringing the position to 9,072 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #203.
Boston Financial Management first reported a position in NVS in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.41M in Q3 2014. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.
- Boston Financial Management held 9,072 shares of Novartis worth $883K as of Q4 2024.
- Boston Financial Management bought 1,027 Novartis shares in Q4 2024, an estimated $110K.
- Novartis made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #203 holding.
- Boston Financial Management first reported a position in Novartis in Q2 2013 and has held it in 43 quarters since.
- Boston Financial Management's Novartis position peaked at $1.41M in Q3 2014.
- 1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.