Aevitas Wealth Management, Inc. Novartis Ag Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 13,340 shares of NVS stock, worth $1.3 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

13,340

Previous 13,235 0.79%

Holding current value

$1.3 Million

Previous $1.01 Million 20.28%

% of portfolio

0.72%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	BUY	$75.55 - $92.52 $7,932 - $9,714	105 Added 0.79%	13,340 $0
Q2 2022 Jul 22, 2022	SELL	$80.52 - $93.75 $8,454 - $9,843	-105 Reduced 0.79%	13,235 $1.12 Million
Q1 2022 Apr 25, 2022	SELL	$80.11 - $90.62 $3,925 - $4,440	-49 Reduced 0.37%	13,340 $1.17 Million
Q4 2021 Jan 19, 2022	SELL	$79.7 - $88.13 $384,154 - $424,786	-4,820 Reduced 26.47%	13,389 $1.17 Million
Q2 2021 Jul 22, 2021	BUY	$85.24 - $94.15 $55,150 - $60,915	647 Added 3.68%	18,209 $1.66 Million
Q1 2021 Apr 29, 2021	BUY	$83.5 - $98.47 $767,114 - $904,643	9,187 Added 109.7%	17,562 $1.5 Million
Q1 2020 Apr 16, 2020	BUY	$70.67 - $99.01 $11,377 - $15,940	161 Added 1.96%	8,375 $691,000
Q3 2019 Oct 21, 2019	SELL	$85.54 - $94.26 $17,108 - $18,852	-200 Reduced 2.38%	8,214 $714,000
Q2 2019 Jul 26, 2019	SELL	$75.4 - $92.8 $13,119 - $16,147	-174 Reduced 2.03%	8,414 $768,000
Q1 2019 May 09, 2019	BUY	$75.32 - $86.15 $376 - $430	5 Added 0.06%	8,588 $825,000
Q3 2018 Nov 14, 2018	SELL	$66.94 - $77.43 $13,388 - $15,486	-200 Reduced 2.28%	8,583 $740,000
Q2 2018 Aug 10, 2018	SELL	$64.91 - $73.36 $3,180 - $3,594	-49 Reduced 0.55%	8,783 $663,000
Q1 2018 May 15, 2018	SELL	$70.39 - $84.15 $32,942 - $39,382	-468 Reduced 5.03%	8,832 $714,000
Q4 2017 Feb 13, 2018	BUY	$72.33 - $77.64 $672,669 - $722,052	9,300	9,300 $781,000

Others Institutions Holding NVS

# of Institutions

1,437

Shares Held

131M

Call Options Held

1.12M

Put Options Held

1.83M

View Full List

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

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Aevitas Wealth Management, Inc. Novartis Ag Transaction History