Boston Trust Walden’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
2,140
| – | – | ﹤0.01% | 355 |
|
|
2025
Q1 | $239K | Sell |
2,140
-65
| -3% | -$7.25K | ﹤0.01% | 360 |
|
|
2024
Q4 | $215K | Buy |
2,205
+42
| +2% | +$4.09K | ﹤0.01% | 371 |
|
|
2024
Q3 | $249K | Buy |
2,163
+20
| +0.9% | +$2.3K | ﹤0.01% | 358 |
|
|
2024
Q2 | $228K | Buy |
2,143
+44
| +2% | +$4.68K | ﹤0.01% | 365 |
|
|
2024
Q1 | $203K | Hold |
2,099
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $212K | Buy |
2,099
+84
| +4% | +$8.48K | ﹤0.01% | 364 |
|
|
2023
Q3 | $205K | Hold |
2,015
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $203K | Buy |
+2,015
| New | +$203K | ﹤0.01% | 365 |
|
|
2018
Q2 | – | Sell |
-53,077
| Closed | -$3.85M | – | 380 |
|
|
2018
Q1 | $3.85M | Sell |
53,077
-1,562
| -3% | -$113K | 0.06% | 233 |
|
|
2017
Q4 | $4.11M | Buy |
54,639
+4,240
| +8% | +$319K | 0.06% | 233 |
|
|
2017
Q3 | $3.88M | Hold |
50,399
| – | – | 0.06% | 235 |
|
|
2017
Q2 | $3.77M | Buy |
50,399
+1,340
| +3% | +$100K | 0.06% | 234 |
|
|
2017
Q1 | $3.27M | Buy |
49,059
+1,813
| +4% | +$121K | 0.05% | 235 |
|
|
2016
Q4 | $3.08M | Buy |
47,246
+28
| +0.1% | +$1.83K | 0.05% | 238 |
|
|
2016
Q3 | $3.34M | Buy |
47,218
+2,734
| +6% | +$193K | 0.06% | 237 |
|
|
2016
Q2 | $3.29M | Sell |
44,484
-586
| -1% | -$43.3K | 0.06% | 241 |
|
|
2016
Q1 | $2.93M | Buy |
45,070
+56
| +0.1% | +$3.64K | 0.05% | 246 |
|
|
2015
Q4 | $3.47M | Sell |
45,014
-1,590
| -3% | -$123K | 0.06% | 233 |
|
|
2015
Q3 | $3.84M | Sell |
46,604
-2,902
| -6% | -$239K | 0.06% | 231 |
|
|
2015
Q2 | $4.36M | Sell |
49,506
-5,189
| -9% | -$457K | 0.07% | 226 |
|
|
2015
Q1 | $4.83M | Sell |
54,695
-335
| -0.6% | -$29.6K | 0.07% | 221 |
|
|
2014
Q4 | $4.57M | Buy |
55,030
+1,339
| +2% | +$111K | 0.07% | 217 |
|
|
2014
Q3 | $4.53M | Buy |
53,691
+56
| +0.1% | +$4.72K | 0.07% | 213 |
|
|
2014
Q2 | $4.35M | Buy |
53,635
+18,330
| +52% | +$1.49M | 0.06% | 209 |
|
|
2014
Q1 | $2.69M | Sell |
35,305
-497
| -1% | -$37.9K | 0.04% | 213 |
|
|
2013
Q4 | $2.58M | Buy |
35,802
+2,227
| +7% | +$160K | 0.04% | 216 |
|
|
2013
Q3 | $2.31M | Buy |
33,575
+28,618
| +577% | +$1.97M | 0.04% | 216 |
|
|
2013
Q2 | $314K | Buy |
+4,957
| New | +$314K | 0.01% | 291 |
|