Crawford Investment Counsel’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,067
Closed -$201K 292
2024
Q4
$201K Buy
2,067
+32
+2% +$3.11K ﹤0.01% 279
2024
Q3
$234K Buy
+2,035
New +$234K ﹤0.01% 271
2024
Q1
Sell
-2,070
Closed -$209K 278
2023
Q4
$209K Sell
2,070
-275
-12% -$27.8K ﹤0.01% 265
2023
Q3
$239K Hold
2,345
0.01% 263
2023
Q2
$237K Buy
2,345
+104
+5% +$10.5K ﹤0.01% 264
2023
Q1
$206K Sell
2,241
-102
-4% -$9.38K ﹤0.01% 269
2022
Q4
$213K Buy
+2,343
New +$213K ﹤0.01% 268
2022
Q2
Sell
-2,424
Closed -$213K 281
2022
Q1
$213K Buy
2,424
+81
+3% +$7.12K ﹤0.01% 274
2021
Q4
$205K Buy
+2,343
New +$205K ﹤0.01% 275
2021
Q3
Sell
-2,368
Closed -$216K 293
2021
Q2
$216K Hold
2,368
﹤0.01% 282
2021
Q1
$202K Sell
2,368
-364
-13% -$31.1K ﹤0.01% 280
2020
Q4
$258K Buy
2,732
+188
+7% +$17.8K 0.01% 252
2020
Q3
$221K Hold
2,544
0.01% 257
2020
Q2
$222K Sell
2,544
-288
-10% -$25.1K 0.01% 253
2020
Q1
$233K Sell
2,832
-313
-10% -$25.8K 0.01% 243
2019
Q4
$298K Buy
3,145
+53
+2% +$5.02K 0.01% 246
2019
Q3
$269K Sell
3,092
-114
-4% -$9.92K 0.01% 247
2019
Q2
$293K Buy
3,206
+326
+11% +$29.8K 0.01% 230
2019
Q1
$248K Buy
2,880
+236
+9% +$20.3K 0.01% 241
2018
Q4
$203K Buy
+2,644
New +$203K 0.01% 248