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