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