Crestwood Advisors Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
2,750
-220
| -7% | -$26.6K | 0.01% | 415 |
|
|
2025
Q1 | $331K | Buy |
2,970
+661
| +29% | +$73.7K | 0.01% | 402 |
|
|
2024
Q4 | $225K | Buy |
2,309
+205
| +10% | +$19.9K | ﹤0.01% | 431 |
|
|
2024
Q3 | $242K | Buy |
+2,104
| New | +$242K | ﹤0.01% | 399 |
|
|
2017
Q2 | – | Sell |
-1,760
| Closed | -$123K | – | 350 |
|
|
2017
Q1 | $123K | Sell |
1,760
-5,581
| -76% | -$390K | 0.01% | 170 |
|
|
2016
Q4 | $479K | Hold |
7,341
| – | – | 0.05% | 102 |
|
|
2016
Q3 | $519K | Sell |
7,341
-119,168
| -94% | -$8.43M | 0.06% | 77 |
|
|
2016
Q2 | $9.35M | Sell |
126,509
-13,582
| -10% | -$1M | 1.16% | 39 |
|
|
2016
Q1 | $9.09M | Buy |
140,091
+3,493
| +3% | +$227K | 1.07% | 40 |
|
|
2015
Q4 | $10.5M | Sell |
136,598
-6,873
| -5% | -$530K | 1.27% | 39 |
|
|
2015
Q3 | $11.8M | Buy |
143,471
+5,021
| +4% | +$414K | 1.53% | 29 |
|
|
2015
Q2 | $12.2M | Buy |
138,450
+9,352
| +7% | +$824K | 1.62% | 31 |
|
|
2015
Q1 | $11.4M | Buy |
129,098
+11,915
| +10% | +$1.05M | 1.63% | 32 |
|
|
2014
Q4 | $9.73M | Buy |
117,183
+2,832
| +2% | +$235K | 1.46% | 37 |
|
|
2014
Q3 | $9.65M | Sell |
114,351
-1,109
| -1% | -$93.5K | 1.51% | 31 |
|
|
2014
Q2 | $9.37M | Buy |
115,460
+2,193
| +2% | +$178K | 1.49% | 29 |
|
|
2014
Q1 | $8.63M | Buy |
113,267
+3,043
| +3% | +$232K | 1.41% | 34 |
|
|
2013
Q4 | $7.94M | Buy |
110,224
+941
| +0.9% | +$67.8K | 1.27% | 36 |
|
|
2013
Q3 | $7.51M | Buy |
109,283
+3,607
| +3% | +$248K | 1.32% | 32 |
|
|
2013
Q2 | $6.7M | Buy |
+105,676
| New | +$6.7M | 1.24% | 32 |
|