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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.85M | Sell |
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|
2025
Q2 | $2.8M | Hold |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $3.57M | Buy |
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|
2024
Q3 | $3.77M | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $749K | Hold |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $331K | Buy |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $286K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $203K | Sell |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $245K | Buy |
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|
2015
Q1 | $236K | Buy |
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|
2014
Q4 | $203K | Buy |
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