Choate Investment Advisors’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 | $4.66M | Sell |
30,492
-655
| -2% | -$100K | 0.09% | 95 |
|
|
2025
Q4 | $4.29M | Buy |
31,147
+8,909
| +40% | +$1.17M | 0.08% | 94 |
|
|
2025
Q3 | $2.85M | Sell |
22,238
-873
| -4% | -$107K | 0.06% | 127 |
|
|
2025
Q2 | $2.8M | Hold |
23,111
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $2.58M | Sell |
23,111
-13,572
| -37% | -$1.44M | 0.06% | 120 |
|
|
2024
Q4 | $3.57M | Buy |
36,683
+3,910
| +12% | +$417K | 0.09% | 103 |
|
|
2024
Q3 | $3.77M | Sell |
32,773
-2,424
| -7% | -$275K | 0.1% | 98 |
|
|
2024
Q2 | $3.75M | Sell |
35,197
-510
| -1% | -$51.2K | 0.1% | 95 |
|
|
2024
Q1 | $3.45M | Sell |
35,707
-30
| -0.1% | -$3.08K | 0.09% | 110 |
|
|
2023
Q4 | $3.61M | Buy |
35,737
+21,143
| +145% | +$2.04M | 0.11% | 97 |
|
|
2023
Q3 | $1.49M | Buy |
14,594
+2,217
| +18% | +$225K | 0.06% | 125 |
|
|
2023
Q2 | $1.25M | Buy |
12,377
+504
| +4% | +$50.4K | 0.05% | 122 |
|
|
2023
Q1 | $1.09M | Hold |
11,873
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $1.08M | Buy |
11,873
+2,014
| +20% | +$170K | 0.07% | 116 |
|
|
2022
Q3 | $749K | Hold |
9,859
| – | – | 0.05% | 125 |
|
|
2022
Q2 | $833K | Buy |
9,859
+7,477
| +314% | +$656K | 0.05% | 126 |
|
|
2022
Q1 | $209K | Hold |
2,382
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $208K | Buy |
+2,382
| New | +$198K | 0.01% | 275 |
|
|
2021
Q3 | – | Sell |
-4,167
| Closed | -$380K | – | 326 |
|
|
2021
Q2 | $380K | Buy |
4,167
+15
| +0.4% | +$1.34K | 0.02% | 198 |
|
|
2021
Q1 | $355K | Buy |
4,152
+1,655
| +66% | +$149K | 0.02% | 203 |
|
|
2020
Q4 | $236K | Buy |
2,497
+145
| +6% | +$12.7K | 0.01% | 224 |
|
|
2020
Q3 | $205K | Hold |
2,352
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $205K | Buy |
+2,352
| New | +$203K | 0.01% | 233 |
|
|
2020
Q1 | – | Sell |
-2,352
| Closed | -$223K | – | 242 |
|
|
2019
Q4 | $223K | Sell |
2,352
-17
| -0.7% | -$1.52K | 0.01% | 213 |
|
|
2019
Q3 | $206K | Buy |
2,369
+166
| +8% | +$14.9K | 0.01% | 219 |
|
|
2019
Q2 | $201K | Sell |
2,203
-626
| -22% | -$53K | 0.01% | 226 |
|
|
2019
Q1 | $244K | Sell |
2,829
-89
| -3% | -$7.14K | 0.01% | 214 |
|
|
2018
Q4 | $224K | Buy |
+2,918
| New | +$227K | 0.01% | 209 |
|
|
2018
Q3 | – | Sell |
-3,396
| Closed | -$230K | – | 217 |
|
|
2018
Q2 | $230K | Buy |
3,396
+285
| +9% | +$19.7K | 0.01% | 213 |
|
|
2018
Q1 | $225K | Sell |
3,111
-7
| -0.2% | -$533 | 0.01% | 217 |
|
|
2017
Q4 | $235K | Sell |
3,118
-1,179
| -27% | -$89K | 0.01% | 219 |
|
|
2017
Q3 | $331K | Buy |
4,297
+6
| +0.1% | +$453 | 0.02% | 202 |
|
|
2017
Q2 | $321K | Hold |
4,291
| – | – | 0.02% | 199 |
|
|
2017
Q1 | $286K | Buy |
+4,291
| New | +$286K | 0.02% | 212 |
|
|
2016
Q4 | – | Sell |
-2,868
| Closed | -$203K | – | 249 |
|
|
2016
Q3 | $203K | Hold |
2,868
| – | – | 0.01% | 231 |
|
|
2016
Q2 | $212K | Buy |
+2,868
| New | +$198K | 0.01% | 222 |
|
|
2016
Q1 | – | Sell |
-2,449
| Closed | -$203K | – | 276 |
|
|
2015
Q4 | $203K | Sell |
2,449
-334
| -12% | -$26.5K | 0.01% | 251 |
|
|
2015
Q3 | $229K | Hold |
2,783
| – | – | 0.02% | 228 |
|
|
2015
Q2 | $245K | Buy |
2,783
+111
| +4% | +$10.2K | 0.01% | 222 |
|
|
2015
Q1 | $236K | Buy |
2,672
+223
| +9% | +$19.8K | 0.01% | 233 |
|
|
2014
Q4 | $203K | Buy |
+2,449
| New | +$203K | 0.01% | 253 |
|
Other funds holding NVS
