Washington Trust 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 | $89.8K | Buy |
742
+396
| +114% | +$47.9K | 0.01% | 267 |
|
|
2025
Q1 | $38.6K | Hold |
346
| – | – | ﹤0.01% | 345 |
|
|
2024
Q4 | $33.7K | Sell |
346
-353
| -51% | -$34.4K | ﹤0.01% | 356 |
|
|
2024
Q3 | $80.4K | Hold |
699
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $74.4K | Buy |
699
+350
| +100% | +$37.3K | 0.01% | 275 |
|
|
2024
Q1 | $33.8K | Hold |
349
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $35.2K | Hold |
349
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $35.6K | Hold |
349
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $35.2K | Hold |
349
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $32.1K | Sell |
349
-259
| -43% | -$23.8K | ﹤0.01% | 359 |
|
|
2022
Q4 | $55.2K | Sell |
608
-1,112
| -65% | -$101K | 0.01% | 302 |
|
|
2022
Q3 | $131K | Sell |
1,720
-226
| -12% | -$17.2K | 0.01% | 242 |
|
|
2022
Q2 | $164K | Sell |
1,946
-500
| -20% | -$42.1K | 0.01% | 221 |
|
|
2022
Q1 | $214K | Sell |
2,446
-13
| -0.5% | -$1.14K | 0.02% | 227 |
|
|
2021
Q4 | $215K | Buy |
+2,459
| New | +$215K | 0.01% | 239 |
|