Capital Asset Advisory Services’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
$253K Sell
2025
Q2
$270K Sell
2025
Q1
$275K Buy
2021
Q1
Sell
2020
Q4
$103K Buy