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 |
|