Boston Trust Walden’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Hold |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $203K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.85M | Sell |
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|
2017
Q4 | $4.11M | Buy |
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|
2017
Q3 | $3.88M | Hold |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $3.27M | Buy |
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|
2016
Q4 | $3.08M | Buy |
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|
2016
Q3 | $3.34M | Buy |
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|
2016
Q2 | $3.29M | Sell |
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|
2016
Q1 | $2.93M | Buy |
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|
2015
Q4 | $3.47M | Sell |
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|
2015
Q3 | $3.84M | Sell |
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|
2015
Q2 | $4.36M | Sell |
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|
2015
Q1 | $4.83M | Sell |
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|
2014
Q4 | $4.57M | Buy |
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|
2014
Q3 | $4.53M | Buy |
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|
2014
Q2 | $4.35M | Buy |
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|
2014
Q1 | $2.69M | Sell |
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|
2013
Q4 | $2.58M | Buy |
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|
2013
Q3 | $2.31M | Buy |
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|
2013
Q2 | $314K | Buy |
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