Cape Investment Advisory’s Novartis NVS Stock Holding History

Cape Investment Advisory’s Portfolio NVS Stock Details NVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Buy
2025 Q1	$90K	Buy
2024 Q4	$66.5K	Buy
2024 Q3	$71K	Buy
2024 Q2	$35.6K	Sell
2024 Q1	$33.9K	Sell
2023 Q4	$38.1K	Buy
2023 Q3	$36.5K	Buy
2023 Q2	$31.7K	Buy
2023 Q1	$21K	Buy