Capital Asset Advisory Services’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Sell	2,192 -292	-12%	-$35.9K	0.01%	233
2025 Q1	$275K	Buy	+2,484	New	+$275K	0.01%	234
2021 Q1	–	Sell	-1,088	Closed	-$103K	–	1224
2020 Q4	$103K	Buy	+1,088	New	+$103K	0.02%	455