Washington Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
4,581
+116
| +3% | +$14K | 0.02% | 180 |
|
|
2025
Q1 | $498K | Sell |
4,465
-200
| -4% | -$22.3K | 0.02% | 182 |
|
|
2024
Q4 | $454K | Buy |
4,665
+200
| +4% | +$19.5K | 0.02% | 204 |
|
|
2024
Q3 | $514K | Hold |
4,465
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $475K | Buy |
4,465
+10
| +0.2% | +$1.07K | 0.02% | 203 |
|
|
2024
Q1 | $431K | Hold |
4,455
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $450K | Hold |
4,455
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $454K | Hold |
4,455
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $450K | Hold |
4,455
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $410K | Sell |
4,455
-300
| -6% | -$27.6K | 0.02% | 194 |
|
|
2022
Q4 | $431K | Buy |
4,755
+1,500
| +46% | +$136K | 0.02% | 186 |
|
|
2022
Q3 | $248K | Buy |
3,255
+500
| +18% | +$38.1K | 0.01% | 221 |
|
|
2022
Q2 | $233K | Sell |
2,755
-79
| -3% | -$6.68K | 0.01% | 225 |
|
|
2022
Q1 | $249K | Buy |
2,834
+2
| +0.1% | +$176 | 0.01% | 237 |
|
|
2021
Q4 | $248K | Buy |
2,832
+2
| +0.1% | +$175 | 0.01% | 240 |
|
|
2021
Q3 | $231K | Hold |
2,830
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $259K | Hold |
2,830
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $242K | Sell |
2,830
-167
| -6% | -$14.3K | 0.01% | 267 |
|
|
2020
Q4 | $283K | Buy |
2,997
+270
| +10% | +$25.5K | 0.01% | 244 |
|
|
2020
Q3 | $237K | Buy |
2,727
+115
| +4% | +$9.99K | 0.01% | 245 |
|
|
2020
Q2 | $228K | Sell |
2,612
-7,156
| -73% | -$625K | 0.01% | 230 |
|
|
2020
Q1 | $805K | Buy |
+9,768
| New | +$805K | 0.04% | 173 |
|
|
2019
Q4 | – | Sell |
-6,326
| Closed | -$553K | – | 218 |
|
|
2019
Q3 | $553K | Sell |
6,326
-1,846
| -23% | -$161K | 0.03% | 167 |
|
|
2019
Q2 | $747K | Buy |
8,172
+1,112
| +16% | +$102K | 0.04% | 144 |
|
|
2019
Q1 | $518K | Sell |
7,060
-1,624
| -19% | -$119K | 0.03% | 167 |
|
|
2018
Q4 | $668K | Buy |
8,684
+74
| +0.9% | +$5.69K | 0.04% | 145 |
|
|
2018
Q3 | $665K | Buy |
8,610
+56
| +0.7% | +$4.33K | 0.04% | 155 |
|
|
2018
Q2 | $579K | Buy |
+8,554
| New | +$579K | 0.03% | 161 |
|