A detailed history of Appleton Partners Inc transactions in Novartis Ag stock. As of the latest transaction made, Appleton Partners Inc holds 2,106 shares of NVS stock, worth $245,664. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,106
Previous 2,215 4.92%
Holding current value
$245,664
Previous $214,000 4.67%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$92.57 - $107.37 $10,090 - $11,703
-109 Reduced 4.92%
2,106 $224,000
Q1 2024

Apr 01, 2024

SELL
$95.27 - $108.47 $28,485 - $32,432
-299 Reduced 11.89%
2,215 $214,000
Q4 2023

Jan 02, 2024

SELL
$92.27 - $101.54 $1,660 - $1,827
-18 Reduced 0.71%
2,514 $254,000
Q3 2023

Oct 03, 2023

SELL
$94.73 - $105.13 $47,933 - $53,195
-506 Reduced 16.66%
2,532 $258,000
Q2 2023

Jul 10, 2023

BUY
$92.52 - $104.91 $5,088 - $5,770
55 Added 1.84%
3,038 $307,000
Q1 2023

Apr 10, 2023

BUY
$80.03 - $92.81 $238,729 - $276,852
2,983 New
2,983 $274,000
Q4 2021

Feb 03, 2022

BUY
$79.7 - $88.13 $214,074 - $236,717
2,686 New
2,686 $235,000
Q3 2021

Oct 14, 2021

SELL
$81.78 - $95.14 $333,989 - $388,551
-4,084 Closed
0 $0
Q2 2021

Jul 07, 2021

SELL
$85.24 - $94.15 $60,435 - $66,752
-709 Reduced 14.79%
4,084 $373,000
Q1 2021

Apr 19, 2021

BUY
$83.5 - $98.47 $34,652 - $40,865
415 Added 9.48%
4,793 $410,000
Q4 2020

Jan 19, 2021

SELL
$78.07 - $94.43 $780 - $944
-10 Reduced 0.23%
4,378 $413,000
Q1 2020

May 04, 2020

SELL
$70.67 - $99.01 $33,002 - $46,237
-467 Reduced 9.62%
4,388 $362,000
Q4 2019

Jan 13, 2020

SELL
$84.35 - $95.37 $29,353 - $33,188
-348 Reduced 6.69%
4,855 $460,000
Q3 2019

Nov 04, 2019

BUY
$85.54 - $94.26 $7,527 - $8,294
88 Added 1.72%
5,203 $452,000
Q2 2019

Jul 25, 2019

SELL
$75.4 - $92.8 $16,286 - $20,044
-216 Reduced 4.05%
5,115 $467,000
Q1 2019

Apr 17, 2019

BUY
$75.32 - $86.15 $6,477 - $7,408
86 Added 1.64%
5,331 $513,000
Q4 2018

Jan 17, 2019

BUY
$73.66 - $82.02 $46,037 - $51,262
625 Added 13.53%
5,245 $450,000
Q3 2018

Oct 09, 2018

SELL
$66.94 - $77.43 $58,237 - $67,364
-870 Reduced 15.85%
4,620 $398,000
Q2 2018

Aug 08, 2018

SELL
$64.91 - $73.36 $263,599 - $297,914
-4,061 Reduced 42.52%
5,490 $415,000
Q1 2018

Apr 11, 2018

SELL
$70.39 - $84.15 $19,075 - $22,804
-271 Reduced 2.76%
9,551 $772,000
Q4 2017

Jan 12, 2018

BUY
$72.33 - $77.64 $2,531 - $2,717
35 Added 0.36%
9,822 $825,000
Q3 2017

Oct 12, 2017

BUY
$74.14 - $77.27 $725,608 - $756,241
9,787
9,787 $840,000

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 $251B
  • 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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