A detailed history of Angeles Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 3,139 shares of NVS stock, worth $325,859. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,301 4.91%
Holding current value
$325,859
Previous $351,000 2.85%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$106.13 - $120.89 $17,193 - $19,584
-162 Reduced 4.91%
3,139 $361,000
Q2 2024

Aug 07, 2024

SELL
$92.57 - $107.37 $18,051 - $20,937
-195 Reduced 5.58%
3,301 $351,000
Q1 2024

May 08, 2024

BUY
$95.27 - $108.47 $1,333 - $1,518
14 Added 0.4%
3,496 $338,000
Q4 2023

Feb 13, 2024

BUY
$92.27 - $101.54 $21,037 - $23,151
228 Added 7.01%
3,482 $351,000
Q3 2023

Oct 27, 2023

BUY
$94.73 - $105.13 $34,576 - $38,372
365 Added 12.63%
3,254 $331,000
Q2 2023

Aug 10, 2023

BUY
$92.52 - $104.91 $8,326 - $9,441
90 Added 3.22%
2,889 $291,000
Q1 2023

May 11, 2023

SELL
$80.03 - $92.81 $24,809 - $28,771
-310 Reduced 9.97%
2,799 $257,000
Q4 2022

Feb 14, 2023

BUY
$75.55 - $92.52 $234,884 - $287,644
3,109 New
3,109 $282,000
Q2 2022

Aug 04, 2022

SELL
$80.52 - $93.75 $239,788 - $279,187
-2,978 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$80.11 - $90.62 $238,567 - $269,866
2,978 New
2,978 $261,000

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 $223B
  • 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 Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.