FPTW
Franklin, Parlapiano, Turner & Welch’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
75,841
+221
| +0.3% | +$26.7K | 2.4% | 11 |
|
|
2025
Q1 | $8.43M | Buy |
75,620
+170
| +0.2% | +$19K | 2.27% | 12 |
|
|
2024
Q4 | $7.34M | Buy |
75,450
+206
| +0.3% | +$20K | 1.99% | 18 |
|
|
2024
Q3 | $8.65M | Sell |
75,244
-233
| -0.3% | -$26.8K | 2.24% | 16 |
|
|
2024
Q2 | $8.04M | Sell |
75,477
-311
| -0.4% | -$33.1K | 2.23% | 13 |
|
|
2024
Q1 | $7.33M | Sell |
75,788
-292
| -0.4% | -$28.2K | 2.02% | 21 |
|
|
2023
Q4 | $7.68M | Sell |
76,080
-834
| -1% | -$84.2K | 2.2% | 15 |
|
|
2023
Q3 | $7.83M | Sell |
76,914
-1,599
| -2% | -$163K | 2.43% | 11 |
|
|
2023
Q2 | $7.92M | Sell |
78,513
-1,900
| -2% | -$192K | 2.35% | 13 |
|
|
2023
Q1 | $7.4M | Buy |
80,413
+172
| +0.2% | +$15.8K | 2.35% | 15 |
|
|
2022
Q4 | $7.28M | Buy |
80,241
+473
| +0.6% | +$42.9K | 2.39% | 17 |
|
|
2022
Q3 | $6.06M | Buy |
79,768
+955
| +1% | +$72.6K | 2.16% | 18 |
|
|
2022
Q2 | $6.66M | Buy |
78,813
+936
| +1% | +$79.1K | 2.25% | 18 |
|
|
2022
Q1 | $6.83M | Buy |
77,877
+3,986
| +5% | +$350K | 2.03% | 19 |
|
|
2021
Q4 | $6.46M | Buy |
73,891
+5,301
| +8% | +$464K | 1.86% | 21 |
|
|
2021
Q3 | $5.61M | Buy |
68,590
+227
| +0.3% | +$18.6K | 1.76% | 24 |
|
|
2021
Q2 | $6.24M | Buy |
68,363
+2,678
| +4% | +$244K | 1.93% | 22 |
|
|
2021
Q1 | $5.62M | Buy |
65,685
+2,897
| +5% | +$248K | 1.89% | 24 |
|
|
2020
Q4 | $5.93M | Buy |
62,788
+1,443
| +2% | +$136K | 2.15% | 21 |
|
|
2020
Q3 | $5.34M | Buy |
61,345
+739
| +1% | +$64.3K | 2.15% | 17 |
|
|
2020
Q2 | $5.29M | Sell |
60,606
-1,146
| -2% | -$100K | 2.19% | 16 |
|
|
2020
Q1 | $5.09M | Buy |
61,752
+1,280
| +2% | +$106K | 2.34% | 15 |
|
|
2019
Q4 | $5.73M | Buy |
60,472
+1,060
| +2% | +$100K | 2.16% | 21 |
|
|
2019
Q3 | $5.16M | Buy |
59,412
+2,216
| +4% | +$193K | 2.01% | 23 |
|
|
2019
Q2 | $5.22M | Buy |
57,196
+528
| +0.9% | +$48.2K | 2.05% | 22 |
|
|
2019
Q1 | $5.45M | Buy |
56,668
+115
| +0.2% | +$11.1K | 2.15% | 17 |
|
|
2018
Q4 | $4.85M | Buy |
56,553
+1,393
| +3% | +$120K | 2.13% | 17 |
|
|
2018
Q3 | $4.75M | Buy |
55,160
+1,330
| +2% | +$115K | 1.9% | 19 |
|
|
2018
Q2 | $4.07M | Buy |
53,830
+1,672
| +3% | +$126K | 1.68% | 23 |
|
|
2018
Q1 | $4.22M | Buy |
52,158
+148
| +0.3% | +$12K | 1.8% | 21 |
|
|
2017
Q4 | $4.37M | Buy |
52,010
+1,449
| +3% | +$122K | 1.79% | 22 |
|
|
2017
Q3 | $4.34M | Buy |
50,561
+3,122
| +7% | +$268K | 1.86% | 19 |
|
|
2017
Q2 | $3.96M | Buy |
47,439
+1,288
| +3% | +$108K | 1.81% | 21 |
|
|
2017
Q1 | $3.43M | Buy |
46,151
+2,468
| +6% | +$183K | 1.59% | 26 |
|
|
2016
Q4 | $3.18M | Buy |
43,683
+1,115
| +3% | +$81.2K | 1.58% | 26 |
|
|
2016
Q3 | $3.36M | Buy |
42,568
+2,638
| +7% | +$208K | 1.71% | 24 |
|
|
2016
Q2 | $3.3M | Buy |
39,930
+244
| +0.6% | +$20.1K | 1.76% | 22 |
|
|
2016
Q1 | $2.88M | Buy |
39,686
+2,286
| +6% | +$166K | 1.58% | 24 |
|
|
2015
Q4 | $3.22M | Buy |
37,400
+1,509
| +4% | +$130K | 1.9% | 18 |
|
|
2015
Q3 | $3.3M | Sell |
35,891
-185
| -0.5% | -$17K | 2.17% | 10 |
|
|
2015
Q2 | $3.55M | Buy |
36,076
+608
| +2% | +$59.8K | 2.35% | 8 |
|
|
2015
Q1 | $3.5M | Buy |
35,468
+427
| +1% | +$42.1K | 2.35% | 9 |
|
|
2014
Q4 | $3.25M | Buy |
35,041
+450
| +1% | +$41.7K | 2.17% | 13 |
|
|
2014
Q3 | $3.26M | Buy |
34,591
+846
| +3% | +$79.6K | 2.33% | 9 |
|
|
2014
Q2 | $3.06M | Buy |
33,745
+973
| +3% | +$88.1K | 2.18% | 9 |
|
|
2014
Q1 | $2.79M | Sell |
32,772
-197
| -0.6% | -$16.7K | 2.02% | 8 |
|
|
2013
Q4 | $2.65M | Buy |
32,969
+745
| +2% | +$59.9K | 1.83% | 11 |
|
|
2013
Q3 | $2.47M | Buy |
32,224
+4,226
| +15% | +$324K | 1.81% | 11 |
|
|
2013
Q2 | $1.98M | Buy |
+27,998
| New | +$1.98M | 1.69% | 16 |
|