HM Payson & Co’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 | $1.7M | Buy |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $775K | Sell |
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|
2019
Q2 | $868K | Sell |
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|
2019
Q1 | $992K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $822K | Sell |
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|
2018
Q2 | $732K | Sell |
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|
2018
Q1 | $787K | Sell |
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|
2017
Q4 | $831K | Buy |
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|
2017
Q3 | $831K | Sell |
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|
2017
Q2 | $850K | Sell |
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|
2017
Q1 | $761K | Hold |
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|
2016
Q4 | $746K | Hold |
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|
2016
Q3 | $809K | Sell |
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|
2016
Q2 | $892K | Sell |
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|
2016
Q1 | $810K | Buy |
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|
2015
Q4 | $951K | Buy |
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|
2015
Q3 | $937K | Hold |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $994K | Sell |
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|
2014
Q4 | $953K | Buy |
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|
2014
Q3 | $903K | Buy |
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|
2014
Q2 | $867K | Buy |
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|
2014
Q1 | $794K | Buy |
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|
2013
Q4 | $741K | Sell |
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|
2013
Q3 | $708K | Buy |
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|
2013
Q2 | $650K | Buy |
|