Cape Investment Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
901
+94
| +12% | +$11.4K | 0.04% | 251 |
|
|
2025
Q1 | $90K | Buy |
807
+124
| +18% | +$13.8K | 0.04% | 261 |
|
|
2024
Q4 | $66.5K | Buy |
683
+66
| +11% | +$6.42K | 0.03% | 296 |
|
|
2024
Q3 | $71K | Buy |
617
+283
| +85% | +$32.6K | 0.03% | 279 |
|
|
2024
Q2 | $35.6K | Sell |
334
-16
| -5% | -$1.7K | 0.02% | 345 |
|
|
2024
Q1 | $33.9K | Sell |
350
-27
| -7% | -$2.61K | 0.02% | 361 |
|
|
2023
Q4 | $38.1K | Buy |
377
+19
| +5% | +$1.92K | 0.02% | 402 |
|
|
2023
Q3 | $36.5K | Buy |
358
+44
| +14% | +$4.48K | 0.02% | 343 |
|
|
2023
Q2 | $31.7K | Buy |
314
+86
| +38% | +$8.68K | 0.02% | 363 |
|
|
2023
Q1 | $21K | Buy |
+228
| New | +$21K | 0.01% | 412 |
|