A detailed history of Ae Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,095 shares of NVS stock, worth $590,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,095
Previous 6,316 3.5%
Holding current value
$590,178
Previous $672,000 4.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$106.13 - $120.89 $23,454 - $26,716
-221 Reduced 3.5%
6,095 $701,000
Q2 2024

Aug 12, 2024

BUY
$92.57 - $107.37 $60,725 - $70,434
656 Added 11.59%
6,316 $672,000
Q1 2024

May 15, 2024

SELL
$95.27 - $108.47 $1.49 Million - $1.7 Million
-15,681 Reduced 73.48%
5,660 $547,000
Q4 2023

Feb 14, 2024

SELL
$92.27 - $101.54 $29,987 - $33,000
-325 Reduced 1.5%
21,341 $2.15 Million
Q3 2023

Oct 11, 2023

SELL
$94.73 - $105.13 $533,235 - $591,776
-5,629 Reduced 20.62%
21,666 $2.21 Million
Q2 2023

Jul 10, 2023

SELL
$92.52 - $104.91 $69,482 - $78,787
-751 Reduced 2.68%
27,295 $2.75 Million
Q1 2023

Apr 14, 2023

SELL
$80.03 - $92.81 $721,310 - $836,496
-9,013 Reduced 24.32%
28,046 $2.58 Million
Q4 2022

Jan 31, 2023

BUY
$75.55 - $92.52 $266,162 - $325,947
3,523 Added 10.51%
37,059 $3.36 Million
Q3 2022

Oct 25, 2022

BUY
$74.61 - $87.26 $175,408 - $205,148
2,351 Added 7.54%
33,536 $2.55 Million
Q2 2022

Aug 03, 2022

BUY
$80.52 - $93.75 $259,515 - $302,156
3,223 Added 11.53%
31,185 $2.64 Million
Q1 2022

Apr 18, 2022

SELL
$80.11 - $90.62 $34,687 - $39,238
-433 Reduced 1.52%
27,962 $2.45 Million
Q4 2021

Jan 20, 2022

BUY
$79.7 - $88.13 $138,598 - $153,258
1,739 Added 6.52%
28,395 $2.48 Million
Q3 2021

Nov 01, 2021

BUY
$81.78 - $95.14 $52,012 - $60,509
636 Added 2.44%
26,656 $2.18 Million
Q2 2021

Jul 21, 2021

BUY
$85.24 - $94.15 $195,881 - $216,356
2,298 Added 9.69%
26,020 $2.37 Million
Q1 2021

Apr 27, 2021

BUY
$83.5 - $98.47 $203,573 - $240,069
2,438 Added 11.45%
23,722 $2.03 Million
Q4 2020

Feb 01, 2021

BUY
$78.07 - $94.43 $89,546 - $108,311
1,147 Added 5.7%
21,284 $2.01 Million
Q3 2020

Nov 06, 2020

BUY
$82.14 - $91.0 $7,228 - $8,008
88 Added 0.44%
20,137 $1.75 Million
Q2 2020

Aug 05, 2020

BUY
$80.93 - $91.1 $376,648 - $423,979
4,654 Added 30.23%
20,049 $1.75 Million
Q1 2020

May 07, 2020

BUY
$70.67 - $99.01 $68,267 - $95,643
966 Added 6.69%
15,395 $1.27 Million
Q4 2019

Jan 15, 2020

BUY
$84.35 - $95.37 $502,810 - $568,500
5,961 Added 70.39%
14,429 $1.37 Million
Q3 2019

Nov 05, 2019

BUY
$85.54 - $94.26 $58,680 - $64,662
686 Added 8.82%
8,468 $736,000
Q2 2019

Jul 22, 2019

BUY
$75.4 - $92.8 $304,088 - $374,262
4,033 Added 107.58%
7,782 $711,000
Q1 2019

May 14, 2019

BUY
$75.32 - $86.15 $79,914 - $91,405
1,061 Added 39.47%
3,749 $360,000
Q4 2018

Feb 15, 2019

SELL
$73.66 - $82.02 $191,589 - $213,334
-2,601 Reduced 49.18%
2,688 $231,000
Q3 2018

Nov 14, 2018

BUY
$66.94 - $77.43 $3,480 - $4,026
52 Added 0.99%
5,289 $456,000
Q2 2018

Aug 15, 2018

BUY
$64.91 - $73.36 $70,881 - $80,109
1,092 Added 26.34%
5,237 $396,000
Q1 2018

May 14, 2018

SELL
$70.39 - $84.15 $703 - $841
-10 Reduced 0.24%
4,145 $335,000
Q4 2017

Feb 06, 2018

SELL
$72.33 - $77.64 $16,491 - $17,701
-228 Reduced 5.2%
4,155 $349,000
Q3 2017

Nov 08, 2017

BUY
$74.14 - $77.27 $63,686 - $66,374
859 Added 24.38%
4,383 $376,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,524
3,524 $294,000

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 $208B
  • 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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