LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
6,551
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $721K | Sell |
6,551
-340
| -5% | -$37.4K | 0.01% | 180 |
|
|
2024
Q4 | $713K | Sell |
6,891
-605
| -8% | -$62.6K | 0.01% | 193 |
|
|
2024
Q3 | $848K | Hold |
7,496
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $829K | Buy |
7,496
+400
| +6% | +$44.2K | 0.01% | 166 |
|
|
2024
Q1 | $675K | Sell |
7,096
-715
| -9% | -$68K | 0.01% | 181 |
|
|
2023
Q4 | $808K | Hold |
7,811
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $735K | Sell |
7,811
-434
| -5% | -$40.8K | 0.01% | 168 |
|
|
2023
Q2 | $832K | Sell |
8,245
-625
| -7% | -$63.1K | 0.01% | 161 |
|
|
2023
Q1 | $816K | Sell |
8,870
-1,175
| -12% | -$108K | 0.01% | 164 |
|
|
2022
Q4 | $911K | Hold |
10,045
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $764K | Sell |
10,045
-898
| -8% | -$68.3K | 0.01% | 160 |
|
|
2022
Q2 | $925K | Sell |
10,943
-980
| -8% | -$82.8K | 0.01% | 159 |
|
|
2022
Q1 | $1.05M | Buy |
11,923
+50
| +0.4% | +$4.39K | 0.01% | 158 |
|
|
2021
Q4 | $1.04M | Sell |
11,873
-2,153
| -15% | -$188K | 0.01% | 174 |
|
|
2021
Q3 | $1.15M | Sell |
14,026
-1,735
| -11% | -$142K | 0.01% | 157 |
|
|
2021
Q2 | $1.44M | Buy |
15,761
+197
| +1% | +$18K | 0.01% | 150 |
|
|
2021
Q1 | $1.33M | Sell |
15,564
-3,920
| -20% | -$335K | 0.01% | 144 |
|
|
2020
Q4 | $1.84M | Sell |
19,484
-1,574
| -7% | -$149K | 0.02% | 121 |
|
|
2020
Q3 | $1.83M | Sell |
21,058
-800
| -4% | -$69.6K | 0.02% | 112 |
|
|
2020
Q2 | $1.91M | Buy |
21,858
+972
| +5% | +$84.9K | 0.03% | 112 |
|
|
2020
Q1 | $1.72M | Sell |
20,886
-590
| -3% | -$48.6K | 0.03% | 111 |
|
|
2019
Q4 | $2.03M | Sell |
21,476
-10,865
| -34% | -$1.03M | 0.03% | 117 |
|
|
2019
Q3 | $2.81M | Buy |
32,341
+2,566
| +9% | +$223K | 0.04% | 101 |
|
|
2019
Q2 | $2.72M | Sell |
29,775
-5,688
| -16% | -$519K | 0.04% | 104 |
|
|
2019
Q1 | $3.41M | Sell |
35,463
-4,156
| -10% | -$400K | 0.05% | 102 |
|
|
2018
Q4 | $3.4M | Sell |
39,619
-1,363
| -3% | -$117K | 0.06% | 97 |
|
|
2018
Q3 | $3.53M | Sell |
40,982
-1,681
| -4% | -$145K | 0.06% | 100 |
|
|
2018
Q2 | $3.22M | Sell |
42,663
-13,297
| -24% | -$1M | 0.06% | 102 |
|
|
2018
Q1 | $4.52M | Sell |
55,960
-22,416
| -29% | -$1.81M | 0.08% | 94 |
|
|
2017
Q4 | $6.58M | Sell |
78,376
-7,938
| -9% | -$666K | 0.12% | 86 |
|
|
2017
Q3 | $7.41M | Sell |
86,314
-1,394
| -2% | -$120K | 0.14% | 81 |
|
|
2017
Q2 | $7.47M | Sell |
87,708
-4,426
| -5% | -$377K | 0.15% | 77 |
|
|
2017
Q1 | $6.84M | Sell |
92,134
-494
| -0.5% | -$36.7K | 0.14% | 83 |
|
|
2016
Q4 | $6.75M | Sell |
92,628
-1,261
| -1% | -$91.9K | 0.15% | 83 |
|
|
2016
Q3 | $7.41M | Sell |
93,889
-8,220
| -8% | -$649K | 0.17% | 76 |
|
|
2016
Q2 | $8.43M | Sell |
102,109
-5,034
| -5% | -$415K | 0.19% | 73 |
|
|
2016
Q1 | $7.76M | Sell |
107,143
-5,653
| -5% | -$409K | 0.18% | 74 |
|
|
2015
Q4 | $9.71M | Sell |
112,796
-4,813
| -4% | -$414K | 0.24% | 71 |
|
|
2015
Q3 | $11.6M | Hold |
117,609
| – | – | 0.3% | 63 |
|
|
2015
Q2 | $11.6M | Sell |
117,609
-1,391
| -1% | -$137K | 0.3% | 63 |
|
|
2015
Q1 | $11.7M | Sell |
119,000
-40
| -0% | -$3.95K | 0.3% | 66 |
|
|
2014
Q4 | $11M | Sell |
119,040
-1,165
| -1% | -$108K | 0.28% | 66 |
|
|
2014
Q3 | $11.3M | Sell |
120,205
-300
| -0.2% | -$28.2K | 0.31% | 63 |
|
|
2014
Q2 | $10.9M | Sell |
120,505
-4,075
| -3% | -$369K | 0.3% | 62 |
|
|
2014
Q1 | $10.6M | Sell |
124,580
-1,106
| -0.9% | -$94K | 0.29% | 63 |
|
|
2013
Q4 | $10.1M | Sell |
125,686
-69
| -0.1% | -$5.55K | 0.28% | 62 |
|
|
2013
Q3 | $9.65M | Sell |
125,755
-2,527
| -2% | -$194K | 0.29% | 64 |
|
|
2013
Q2 | $9.07M | Buy |
+128,282
| New | +$9.07M | 0.28% | 64 |
|