Capital Advisors Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $224K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $234K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $270K | Buy |
|