Crew Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
3,499
-100
| -3% | -$12.1K | 0.3% | 78 |
|
|
2025
Q1 | $401K | Hold |
3,599
| – | – | 0.33% | 92 |
|
|
2024
Q4 | $350K | Hold |
3,599
| – | – | 0.29% | 99 |
|
|
2024
Q3 | $414K | Hold |
3,599
| – | – | 0.33% | 86 |
|
|
2024
Q2 | $383K | Hold |
3,599
| – | – | 0.31% | 86 |
|
|
2024
Q1 | $348K | Buy |
3,599
+449
| +14% | +$43.4K | 0.28% | 88 |
|
|
2023
Q4 | $318K | Sell |
3,150
-121
| -4% | -$12.2K | 0.32% | 62 |
|
|
2023
Q3 | $333K | Buy |
3,271
+1
| +0% | +$102 | 0.36% | 54 |
|
|
2023
Q2 | $330K | Hold |
3,270
| – | – | 0.38% | 60 |
|
|
2023
Q1 | $301K | Hold |
3,270
| – | – | 0.43% | 61 |
|
|
2022
Q4 | $297K | Hold |
3,270
| – | – | 0.43% | 67 |
|
|
2022
Q3 | $249K | Hold |
3,270
| – | – | 0.34% | 77 |
|
|
2022
Q2 | $276K | Hold |
3,270
| – | – | 0.35% | 75 |
|
|
2022
Q1 | $287K | Hold |
3,270
| – | – | 0.28% | 81 |
|
|
2021
Q4 | $286K | Hold |
3,270
| – | – | 0.24% | 88 |
|
|
2021
Q3 | $267K | Hold |
3,270
| – | – | 0.25% | 86 |
|
|
2021
Q2 | $298K | Hold |
3,270
| – | – | 0.28% | 76 |
|
|
2021
Q1 | $280K | Buy |
+3,270
| New | +$280K | 0.28% | 81 |
|