Welch & Forbes’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
61,809
+515
| +0.8% | +$62.3K | 0.09% | 107 |
|
|
2025
Q1 | $6.83M | Sell |
61,294
-1,779
| -3% | -$198K | 0.09% | 111 |
|
|
2024
Q4 | $6.14M | Sell |
63,073
-2,503
| -4% | -$244K | 0.08% | 117 |
|
|
2024
Q3 | $7.54M | Sell |
65,576
-805
| -1% | -$92.6K | 0.1% | 109 |
|
|
2024
Q2 | $7.16M | Sell |
66,381
-2,713
| -4% | -$293K | 0.1% | 111 |
|
|
2024
Q1 | $6.68M | Sell |
69,094
-950
| -1% | -$91.9K | 0.09% | 114 |
|
|
2023
Q4 | $7.07M | Sell |
70,044
-643
| -0.9% | -$64.9K | 0.11% | 109 |
|
|
2023
Q3 | $7.2M | Sell |
70,687
-2,620
| -4% | -$267K | 0.12% | 106 |
|
|
2023
Q2 | $7.4M | Sell |
73,307
-1,713
| -2% | -$173K | 0.12% | 105 |
|
|
2023
Q1 | $6.9M | Sell |
75,020
-4,771
| -6% | -$439K | 0.12% | 109 |
|
|
2022
Q4 | $7.24M | Sell |
79,791
-8,316
| -9% | -$754K | 0.13% | 111 |
|
|
2022
Q3 | $6.7M | Sell |
88,107
-1,986
| -2% | -$151K | 0.13% | 111 |
|
|
2022
Q2 | $7.62M | Sell |
90,093
-661
| -0.7% | -$55.9K | 0.14% | 109 |
|
|
2022
Q1 | $7.96M | Sell |
90,754
-729
| -0.8% | -$64K | 0.13% | 116 |
|
|
2021
Q4 | $8M | Buy |
91,483
+2,187
| +2% | +$191K | 0.12% | 120 |
|
|
2021
Q3 | $7.3M | Sell |
89,296
-1,590
| -2% | -$130K | 0.12% | 119 |
|
|
2021
Q2 | $8.29M | Buy |
90,886
+34
| +0% | +$3.1K | 0.14% | 116 |
|
|
2021
Q1 | $7.77M | Buy |
90,852
+1,862
| +2% | +$159K | 0.14% | 114 |
|
|
2020
Q4 | $8.4M | Buy |
88,990
+3,846
| +5% | +$363K | 0.16% | 106 |
|
|
2020
Q3 | $7.4M | Buy |
85,144
+3,101
| +4% | +$270K | 0.16% | 106 |
|
|
2020
Q2 | $7.17M | Sell |
82,043
-254
| -0.3% | -$22.2K | 0.17% | 103 |
|
|
2020
Q1 | $6.79M | Sell |
82,297
-250
| -0.3% | -$20.6K | 0.19% | 102 |
|
|
2019
Q4 | $7.82M | Sell |
82,547
-1,130
| -1% | -$107K | 0.17% | 109 |
|
|
2019
Q3 | $7.27M | Buy |
83,677
+984
| +1% | +$85.5K | 0.17% | 111 |
|
|
2019
Q2 | $7.55M | Sell |
82,693
-18,646
| -18% | -$1.7M | 0.18% | 107 |
|
|
2019
Q1 | $8.73M | Sell |
101,339
-2,488
| -2% | -$214K | 0.22% | 101 |
|
|
2018
Q4 | $7.98M | Sell |
103,827
-53
| -0.1% | -$4.08K | 0.23% | 101 |
|
|
2018
Q3 | $8.02M | Sell |
103,880
-19,026
| -15% | -$1.47M | 0.19% | 113 |
|
|
2018
Q2 | $8.32M | Sell |
122,906
-1,574
| -1% | -$107K | 0.22% | 101 |
|
|
2018
Q1 | $9.02M | Buy |
124,480
+1,372
| +1% | +$99.4K | 0.23% | 101 |
|
|
2017
Q4 | $9.26M | Buy |
123,108
+973
| +0.8% | +$73.2K | 0.25% | 97 |
|
|
2017
Q3 | $9.4M | Buy |
122,135
+2,316
| +2% | +$178K | 0.25% | 100 |
|
|
2017
Q2 | $8.96M | Buy |
119,819
+3,515
| +3% | +$263K | 0.25% | 97 |
|
|
2017
Q1 | $7.74M | Buy |
116,304
+9,387
| +9% | +$625K | 0.22% | 107 |
|
|
2016
Q4 | $6.98M | Buy |
106,917
+5,512
| +5% | +$360K | 0.21% | 112 |
|
|
2016
Q3 | $7.17M | Sell |
101,405
-1,111
| -1% | -$78.6K | 0.25% | 94 |
|
|
2016
Q2 | $7.58M | Sell |
102,516
-425
| -0.4% | -$31.4K | 0.23% | 102 |
|
|
2016
Q1 | $6.68M | Sell |
102,941
-55,306
| -35% | -$3.59M | 0.21% | 108 |
|
|
2015
Q4 | $12.2M | Buy |
158,247
+17,023
| +12% | +$1.31M | 0.39% | 81 |
|
|
2015
Q3 | $11.6M | Buy |
141,224
+11,651
| +9% | +$960K | 0.39% | 80 |
|
|
2015
Q2 | $11.4M | Sell |
129,573
-5,772
| -4% | -$509K | 0.36% | 81 |
|
|
2015
Q1 | $12M | Sell |
135,345
-5,614
| -4% | -$496K | 0.36% | 78 |
|
|
2014
Q4 | $11.7M | Buy |
140,959
+1,753
| +1% | +$146K | 0.34% | 79 |
|
|
2014
Q3 | $11.7M | Buy |
139,206
+956
| +0.7% | +$80.6K | 0.36% | 79 |
|
|
2014
Q2 | $11.2M | Buy |
138,250
+3,064
| +2% | +$249K | 0.35% | 81 |
|
|
2014
Q1 | $10.3M | Sell |
135,186
-2,228
| -2% | -$170K | 0.33% | 86 |
|
|
2013
Q4 | $9.9M | Sell |
137,414
-1,512
| -1% | -$109K | 0.31% | 86 |
|
|
2013
Q3 | $9.55M | Sell |
138,926
-611
| -0.4% | -$42K | 0.32% | 87 |
|
|
2013
Q2 | $8.84M | Buy |
+139,537
| New | +$8.84M | 0.32% | 86 |
|