Crestwood Advisors Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Buy |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $123K | Sell |
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|
2016
Q4 | $479K | Hold |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $9.35M | Sell |
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|
2016
Q1 | $9.09M | Buy |
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|
2015
Q4 | $10.5M | Sell |
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|
2015
Q3 | $11.8M | Buy |
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|
2015
Q2 | $12.2M | Buy |
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|
2015
Q1 | $11.4M | Buy |
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|
2014
Q4 | $9.73M | Buy |
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|
2014
Q3 | $9.64M | Sell |
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|
2014
Q2 | $9.37M | Buy |
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|
2014
Q1 | $8.63M | Buy |
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|
2013
Q4 | $7.94M | Buy |
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|
2013
Q3 | $7.51M | Buy |
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|
2013
Q2 | $6.7M | Buy |
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