Mayflower Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Buy |
10,143
+22
| +0.2% | +$2.66K | 0.17% | 128 |
|
2025
Q1 | $1.13M | Buy |
10,121
+140
| +1% | +$15.6K | 0.17% | 129 |
|
2024
Q4 | $971K | Sell |
9,981
-280
| -3% | -$27.2K | 0.15% | 142 |
|
2024
Q3 | $1.18M | Buy |
10,261
+52
| +0.5% | +$5.98K | 0.18% | 121 |
|
2024
Q2 | $1.09M | Sell |
10,209
-361
| -3% | -$38.4K | 0.18% | 117 |
|
2024
Q1 | $1.02M | Buy |
10,570
+175
| +2% | +$16.9K | 0.17% | 128 |
|
2023
Q4 | $1.05M | Sell |
10,395
-139
| -1% | -$14K | 0.14% | 131 |
|
2023
Q3 | $1.07M | Buy |
10,534
+142
| +1% | +$14.5K | 0.16% | 115 |
|
2023
Q2 | $1.05M | Sell |
10,392
-87
| -0.8% | -$8.78K | 0.14% | 129 |
|
2023
Q1 | $964K | Buy |
10,479
+112
| +1% | +$10.3K | 0.13% | 133 |
|
2022
Q4 | $941K | Buy |
10,367
+37
| +0.4% | +$3.36K | 0.13% | 130 |
|
2022
Q3 | $785K | Sell |
10,330
-26
| -0.3% | -$1.98K | 0.13% | 128 |
|
2022
Q2 | $875K | Sell |
10,356
-101
| -1% | -$8.53K | 0.13% | 119 |
|
2022
Q1 | $918K | Sell |
10,457
-61
| -0.6% | -$5.36K | 0.12% | 121 |
|
2021
Q4 | $920K | Buy |
10,518
+240
| +2% | +$21K | 0.12% | 119 |
|
2021
Q3 | $855K | Sell |
10,278
-74
| -0.7% | -$6.16K | 0.12% | 124 |
|
2021
Q2 | $945K | Buy |
10,352
+1,726
| +20% | +$158K | 0.13% | 107 |
|
2021
Q1 | $737K | Buy |
8,626
+20
| +0.2% | +$1.71K | 0.11% | 122 |
|
2020
Q4 | $813K | Buy |
+8,606
| New | +$813K | 0.14% | 108 |
|