Lowell Blake & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.12M | Sell |
20,785
-620
| -3% | -$63.2K | 0.6% | 32 |
|
|
2023
Q2 | $2.16M | Sell |
21,405
-1,467
| -6% | -$148K | 0.63% | 30 |
|
|
2023
Q1 | $2.1M | Sell |
22,872
-4,993
| -18% | -$459K | 0.66% | 30 |
|
|
2022
Q4 | $2.53M | Sell |
27,865
-12,640
| -31% | -$1.15M | 0.84% | 28 |
|
|
2022
Q3 | $3.08M | Sell |
40,505
-4,626
| -10% | -$352K | 1.21% | 27 |
|
|
2022
Q2 | $3.82M | Sell |
45,131
-22,947
| -34% | -$1.94M | 1.47% | 24 |
|
|
2022
Q1 | $5.97M | Sell |
68,078
-1,694
| -2% | -$149K | 2.25% | 17 |
|
|
2021
Q4 | $6.1M | Buy |
69,772
+3,463
| +5% | +$303K | 2.4% | 19 |
|
|
2021
Q3 | $5.42M | Buy |
66,309
+1,272
| +2% | +$104K | 2.52% | 17 |
|
|
2021
Q2 | $5.93M | Sell |
65,037
-514
| -0.8% | -$46.9K | 2.73% | 17 |
|
|
2021
Q1 | $5.6M | Buy |
65,551
+18,963
| +41% | +$1.62M | 2.87% | 16 |
|
|
2020
Q4 | $4.4M | Buy |
46,588
+2,330
| +5% | +$220K | 3.25% | 16 |
|
|
2020
Q3 | $3.85M | Buy |
44,258
+3,088
| +8% | +$269K | 3.1% | 16 |
|
|
2020
Q2 | $3.6M | Buy |
41,170
+3,951
| +11% | +$345K | 3.44% | 12 |
|
|
2020
Q1 | $3.07M | Buy |
37,219
+2,867
| +8% | +$236K | 3.94% | 10 |
|
|
2019
Q4 | $3.25M | Buy |
+34,352
| New | +$3.25M | 3.6% | 10 |
|