A detailed history of Capital Advisors Inc transactions in Novartis Ag stock. As of the latest transaction made, Capital Advisors Inc holds 1,898 shares of NVS stock, worth $199,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,898
Previous 2,107 9.92%
Holding current value
$199,043
Previous $224,000 2.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$106.13 - $120.89 $22,181 - $25,266
-209 Reduced 9.92%
1,898 $218,000
Q2 2024

Jul 31, 2024

BUY
$92.57 - $107.37 $195,044 - $226,228
2,107 New
2,107 $224,000
Q3 2023

Oct 24, 2023

BUY
$94.73 - $105.13 $217,973 - $241,904
2,301 New
2,301 $234,000
Q1 2022

May 05, 2022

SELL
$80.11 - $90.62 $195,868 - $221,565
-2,445 Closed
0 $0
Q4 2021

Jan 27, 2022

BUY
$79.7 - $88.13 $194,866 - $215,477
2,445 New
2,445 $213,000
Q4 2020

Feb 08, 2021

SELL
$78.07 - $94.43 $242,563 - $293,394
-3,107 Closed
0 $0
Q3 2020

Nov 02, 2020

BUY
$82.14 - $91.0 $255,208 - $282,737
3,107 New
3,107 $270,000

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 $226B
  • 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
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.