Capital Advisors Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,944
-122
| -6% | -$14.8K | ﹤0.01% | 293 |
|
|
2025
Q1 | $230K | Buy |
+2,066
| New | +$230K | ﹤0.01% | 288 |
|
|
2024
Q4 | – | Sell |
-1,898
| Closed | -$218K | – | 313 |
|
|
2024
Q3 | $218K | Sell |
1,898
-209
| -10% | -$24K | ﹤0.01% | 281 |
|
|
2024
Q2 | $224K | Buy |
+2,107
| New | +$224K | ﹤0.01% | 283 |
|
|
2023
Q4 | – | Sell |
-2,301
| Closed | -$234K | – | 295 |
|
|
2023
Q3 | $234K | Buy |
+2,301
| New | +$234K | 0.01% | 233 |
|
|
2022
Q1 | – | Sell |
-2,445
| Closed | -$214K | – | 273 |
|
|
2021
Q4 | $214K | Buy |
+2,445
| New | +$214K | 0.01% | 234 |
|
|
2020
Q4 | – | Sell |
-3,107
| Closed | -$270K | – | 220 |
|
|
2020
Q3 | $270K | Buy |
+3,107
| New | +$270K | 0.01% | 163 |
|