A detailed history of Cape Investment Advisory, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 617 shares of NVS stock, worth $63,594. This represents 0.03% of its overall portfolio holdings.

Number of Shares
617
Previous 334 84.73%
Holding current value
$63,594
Previous $35.6 Million 99.58%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$106.13 - $120.89 $30,034 - $34,211
283 Added 84.73%
617 $71 Million
Q2 2024

Aug 14, 2024

SELL
$92.57 - $107.37 $1,481 - $1,717
-16 Reduced 4.57%
334 $35.6 Million
Q1 2024

Jun 21, 2024

SELL
$95.27 - $108.47 $2,572 - $2,928
-27 Reduced 7.16%
350 $33.9 Million
Q4 2023

Feb 12, 2024

BUY
$92.27 - $101.54 $1,753 - $1,929
19 Added 5.31%
377 $38.1 Million
Q3 2023

Nov 06, 2023

BUY
$94.73 - $105.13 $4,168 - $4,625
44 Added 14.01%
358 $36.5 Million
Q2 2023

Oct 12, 2023

BUY
$92.52 - $104.91 $7,956 - $9,022
86 Added 37.72%
314 $31.7 Million
Q1 2023

Oct 12, 2023

BUY
$80.03 - $92.81 $18,246 - $21,160
228 New
228 $21 Million

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $222B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
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