F.L. Putnam Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
12,841
+2,262
| +21% | +$274K | 0.03% | 274 |
|
2025
Q1 | $1.18M | Sell |
10,579
-112
| -1% | -$12.5K | 0.02% | 304 |
|
2024
Q4 | $1.04M | Sell |
10,691
-616
| -5% | -$59.9K | 0.02% | 308 |
|
2024
Q3 | $1.3M | Sell |
11,307
-395
| -3% | -$45.4K | 0.02% | 297 |
|
2024
Q2 | $1.25M | Buy |
11,702
+304
| +3% | +$32.4K | 0.02% | 296 |
|
2024
Q1 | $1.1M | Buy |
11,398
+2,472
| +28% | +$239K | 0.02% | 250 |
|
2023
Q4 | $901K | Buy |
8,926
+91
| +1% | +$9.19K | 0.02% | 269 |
|
2023
Q3 | $900K | Buy |
8,835
+513
| +6% | +$52.3K | 0.02% | 274 |
|
2023
Q2 | $840K | Buy |
8,322
+2,606
| +46% | +$263K | 0.02% | 293 |
|
2023
Q1 | $526K | Buy |
+5,716
| New | +$526K | 0.02% | 295 |
|
2017
Q1 | – | Sell |
-6,496
| Closed | -$424K | – | 212 |
|
2016
Q4 | $424K | Sell |
6,496
-1,146
| -15% | -$74.8K | 0.05% | 161 |
|
2016
Q3 | $541K | Buy |
7,642
+454
| +6% | +$32.1K | 0.06% | 137 |
|
2016
Q2 | $531K | Sell |
7,188
-40,673
| -85% | -$3M | 0.06% | 128 |
|
2016
Q1 | $3.11M | Sell |
47,861
-17,567
| -27% | -$1.14M | 0.37% | 70 |
|
2015
Q4 | $5.04M | Buy |
65,428
+4,040
| +7% | +$311K | 0.59% | 60 |
|
2015
Q3 | $5.06M | Sell |
61,388
-457
| -0.7% | -$37.6K | 0.63% | 55 |
|
2015
Q2 | $5.45M | Buy |
61,845
+914
| +2% | +$80.5K | 0.61% | 57 |
|
2015
Q1 | $5.38M | Sell |
60,931
-5,200
| -8% | -$459K | 0.6% | 59 |
|
2014
Q4 | $5.49M | Buy |
66,131
+202
| +0.3% | +$16.8K | 0.64% | 55 |
|
2014
Q3 | $5.56M | Buy |
65,929
+1,109
| +2% | +$93.5K | 0.65% | 57 |
|
2014
Q2 | $5.26M | Sell |
64,820
-8,736
| -12% | -$709K | 0.61% | 58 |
|
2014
Q1 | $5.6M | Buy |
73,556
+1,023
| +1% | +$77.9K | 0.67% | 51 |
|
2013
Q4 | $5.22M | Sell |
72,533
-5,448
| -7% | -$392K | 0.63% | 57 |
|
2013
Q3 | $5.36M | Sell |
77,981
-7,650
| -9% | -$526K | 0.71% | 50 |
|
2013
Q2 | $5.43M | Buy |
+85,631
| New | +$5.43M | 0.78% | 48 |
|