Crewe Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.8K | Hold |
775
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $86.4K | Hold |
775
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $75.4K | Hold |
775
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $89.1K | Hold |
775
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $82.5K | Sell |
775
-500
| -39% | -$53.2K | 0.01% | 298 |
|
|
2024
Q1 | $123K | Buy |
+1,275
| New | +$123K | 0.01% | 243 |
|
|
2023
Q4 | – | Sell |
-1,075
| Closed | -$110K | – | 608 |
|
|
2023
Q3 | $110K | Hold |
1,075
| – | – | 0.02% | 104 |
|
|
2023
Q2 | $108K | Sell |
1,075
-203
| -16% | -$20.5K | 0.02% | 194 |
|
|
2023
Q1 | $118K | Buy |
1,278
+446
| +54% | +$41K | 0.02% | 212 |
|
|
2022
Q4 | $75.5K | Buy |
832
+170
| +26% | +$15.4K | 0.01% | 259 |
|
|
2022
Q3 | $50K | Hold |
662
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $56K | Buy |
662
+203
| +44% | +$17.2K | 0.01% | 281 |
|
|
2022
Q1 | $40K | Hold |
459
| – | – | 0.01% | 240 |
|
|
2021
Q4 | $40K | Buy |
459
+400
| +678% | +$34.9K | 0.01% | 207 |
|
|
2021
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 334 |
|
|
2021
Q1 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 373 |
|
|
2020
Q4 | – | Sell |
-108
| Closed | -$9K | – | 588 |
|
|
2020
Q3 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 266 |
|
|
2018
Q1 | – | Sell |
-160
| Closed | -$12K | – | 281 |
|
|
2017
Q4 | $12K | Buy |
+160
| New | +$12K | 0.01% | 213 |
|