A detailed history of Srs Capital Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 983 shares of NVS stock, worth $95,429. This represents 0.01% of its overall portfolio holdings.

Number of Shares
983
Previous 1,307 24.79%
Holding current value
$95,429
Previous $139,000 18.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

SELL
$106.13 - $120.89 $34,386 - $39,168
-324 Reduced 24.79%
983 $113,000
Q2 2024

Aug 06, 2024

BUY
$92.57 - $107.37 $4,073 - $4,724
44 Added 3.48%
1,307 $139,000
Q1 2024

May 14, 2024

BUY
$95.27 - $108.47 $476 - $542
5 Added 0.4%
1,263 $122,000
Q4 2023

Feb 06, 2024

BUY
$92.27 - $101.54 $1,291 - $1,421
14 Added 1.13%
1,258 $127,000
Q3 2023

Nov 14, 2023

BUY
$94.73 - $105.13 $1,610 - $1,787
17 Added 1.39%
1,244 $126,000
Q2 2023

Aug 14, 2023

BUY
$92.52 - $104.91 $8,419 - $9,546
91 Added 8.01%
1,227 $123,000
Q1 2023

May 16, 2023

BUY
$80.03 - $92.81 $24,169 - $28,028
302 Added 36.21%
1,136 $104,000
Q4 2022

Feb 24, 2023

SELL
$75.55 - $92.52 $9,821 - $12,027
-130 Reduced 13.49%
834 $75,000
Q3 2022

Nov 03, 2022

BUY
$74.61 - $87.26 $53,793 - $62,914
721 Added 296.71%
964 $73,000
Q1 2022

May 12, 2022

BUY
$80.11 - $90.62 $14,660 - $16,583
183 Added 305.0%
243 $21,000
Q4 2021

Feb 08, 2022

BUY
$79.7 - $88.13 $1,354 - $1,498
17 Added 39.53%
60 $5,000
Q3 2021

Nov 05, 2021

SELL
$81.78 - $95.14 $899 - $1,046
-11 Reduced 20.37%
43 $4,000
Q2 2021

Aug 02, 2021

BUY
$85.24 - $94.15 $4,602 - $5,084
54 New
54 $5,000
Q1 2020

May 13, 2020

SELL
$70.67 - $99.01 $6,501 - $9,108
-92 Closed
0 $0
Q4 2018

Feb 06, 2019

SELL
$73.66 - $82.02 $18,267 - $20,340
-248 Reduced 72.94%
92 $8,000
Q3 2018

Nov 06, 2018

SELL
$66.94 - $77.43 $59,911 - $69,299
-895 Reduced 72.47%
340 $29,000
Q2 2018

Aug 21, 2018

SELL
$64.91 - $73.36 $1,492 - $1,687
-23 Reduced 1.83%
1,235 $93,000
Q1 2018

May 14, 2018

BUY
$70.39 - $84.15 $14,218 - $16,998
202 Added 19.13%
1,258 $101,000
Q4 2017

Feb 15, 2018

BUY
$72.33 - $77.64 $1,880 - $2,018
26 Added 2.52%
1,056 $88,000
Q3 2017

Nov 15, 2017

BUY
$74.14 - $77.27 $76,364 - $79,588
1,030
1,030 $88,000

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 $209B
  • 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 Srs Capital Advisors, Inc. Portfolio

Follow Srs 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 Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.