Boyd Watterson Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.5K | Hold |
193
| – | – | 0.01% | 221 |
|
|
2025
Q4 | $26.6K | Hold |
193
| – | – | 0.01% | 233 |
|
|
2025
Q3 | $24.8K | Sell |
193
-44
| -19% | -$5.37K | 0.01% | 231 |
|
|
2025
Q2 | $28.7K | Hold |
237
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $26.4K | Hold |
237
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $23.1K | Hold |
237
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $27.3K | Sell |
237
-5
| -2% | -$567 | 0.01% | 231 |
|
|
2024
Q2 | $25.8K | Hold |
242
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $23.4K | Hold |
242
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $24.4K | Hold |
242
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $24.6K | Hold |
242
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $24.4K | Hold |
242
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $22.3K | Hold |
242
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $22K | Buy |
+242
| New | +$20.4K | 0.01% | 250 |
|
|
2021
Q1 | – | Sell |
-4,693
| Closed | -$443K | – | 147 |
|
|
2020
Q4 | $443K | Buy |
4,693
+244
| +5% | +$21.3K | 0.21% | 105 |
|
|
2020
Q3 | $387K | Sell |
4,449
-51
| -1% | -$4.42K | 0.21% | 100 |
|
|
2020
Q2 | $393K | Sell |
4,500
-7
| -0.2% | -$604 | 0.27% | 85 |
|
|
2020
Q1 | $372K | Sell |
4,507
-11
| -0.2% | -$981 | 0.3% | 78 |
|
|
2019
Q4 | $428K | Hold |
4,518
| – | – | 0.28% | 79 |
|
|
2019
Q3 | $393K | Buy |
4,518
+103
| +2% | +$9.25K | 0.28% | 82 |
|
|
2019
Q2 | $403K | Buy |
4,415
+624
| +16% | +$52.8K | 0.27% | 86 |
|
|
2019
Q1 | $327K | Buy |
3,791
+511
| +16% | +$41K | 0.21% | 96 |
|
|
2018
Q4 | $252K | Buy |
+3,280
| New | +$255K | 0.18% | 103 |
|
|
2017
Q3 | – | Sell |
-2,724
| Closed | -$204K | – | 155 |
|
|
2017
Q2 | $204K | Buy |
+2,724
| New | +$193K | 0.1% | 145 |
|
|
2016
Q4 | – | Sell |
-5,252
| Closed | -$372K | – | 151 |
|
|
2016
Q3 | $372K | Sell |
5,252
-2,212
| -30% | -$161K | 0.18% | 118 |
|
|
2016
Q2 | $552K | Sell |
7,464
-97
| -1% | -$6.7K | 0.26% | 101 |
|
|
2016
Q1 | $491K | Buy |
7,561
+2,383
| +46% | +$162K | 0.24% | 108 |
|
|
2015
Q4 | $399K | Sell |
5,178
-1,684
| -25% | -$134K | 0.19% | 112 |
|
|
2015
Q3 | $565K | Buy |
6,862
+2
| +0% | +$178 | 0.24% | 95 |
|
|
2015
Q2 | $604K | Sell |
6,860
-1,169
| -15% | -$107K | 0.24% | 95 |
|
|
2015
Q1 | $709K | Buy |
8,029
+11
| +0.1% | +$976 | 0.28% | 86 |
|
|
2014
Q4 | $666K | Sell |
8,018
-294
| -4% | -$24.4K | 0.28% | 89 |
|
|
2014
Q3 | $701K | Hold |
8,312
| – | – | 0.31% | 87 |
|
|
2014
Q2 | $674K | Sell |
8,312
-54
| -0.6% | -$4.25K | 0.29% | 89 |
|
|
2014
Q1 | $637K | Buy |
8,366
+16
| +0.2% | +$1.17K | 0.3% | 88 |
|
|
2013
Q4 | $601K | Sell |
8,350
-606
| -7% | -$42.1K | 0.28% | 91 |
|
|
2013
Q3 | $616K | Buy |
8,956
+1,042
| +13% | +$68.9K | 0.29% | 85 |
|
|
2013
Q2 | $501K | Buy |
+7,914
| New | +$515K | 0.25% | 92 |
|
Other funds holding NVS
