Ownership history in Clean Yield Group · 14 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in NOVARTIS AG ADR (NVS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 57 | -63 | -52.5% | 0.00% | $7K | $124.45 |
| 2025 Q2 | UNCHANGED | 120 | — | 0% | 0.00% | $15K | $117.44 |
| 2025 Q1 | REDUCED | 120 | -254 | -67.9% | 0.00% | $13K | $108.19 |
| 2024 Q4 | UNCHANGED | 374 | — | 0% | 0.01% | $36K | $91.05 |
| 2024 Q3 | ADDED | 374 | +348 | +1338.5% | 0.01% | $43K | $107.62 |
| 2020 Q3 | ADDED | 26 | +15 | +136.4% | 0.00% | $2K | $69.33 |
| 2019 Q4 | REDUCED | 11 | -233 | -95.5% | 0.00% | $1K | $72.85 |
| 2019 Q3 | ADDED | 244 | +85 | +53.5% | 0.01% | $21K | $66.86 |
| 2019 Q2 | REDUCED | 159 | -91 | -36.4% | 0.01% | $15K | $70.25 |
| 2017 Q1 | REDUCED | 250 | -10 | -3.8% | 0.01% | $19K | $47.85 |
As of 2025 Q4 — sorted by position size