Arkadios Wealth Advisors Novartis Ag Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Novartis Ag stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,487 shares of NVS stock, worth $895,208. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,487

Previous 6,151 37.98%

Holding current value

$895,208

Previous $707,000 16.69%

% of portfolio

0.05%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$96.78 - $117.18 $226,078 - $273,732	2,336 Added 37.98%	8,487 $825,000
Q3 2024 Oct 24, 2024	SELL	$106.13 - $120.89 $92,333 - $105,174	-870 Reduced 12.39%	6,151 $707,000
Q2 2024 Jul 29, 2024	BUY	$92.57 - $107.37 $422,859 - $490,466	4,568 Added 186.22%	7,021 $747,000
Q1 2024 Apr 30, 2024	BUY	$95.27 - $108.47 $8,288 - $9,436	87 Added 3.68%	2,453 $237,000
Q4 2023 Jan 24, 2024	SELL	$92.27 - $101.54 $11,902 - $13,098	-129 Reduced 5.17%	2,366 $238,000
Q3 2023 Oct 13, 2023	BUY	$94.73 - $105.13 $41,681 - $46,257	440 Added 21.41%	2,495 $254,000
Q2 2023 Jul 26, 2023	BUY	$92.52 - $104.91 $190,128 - $215,590	2,055 New	2,055 $207,000
Q4 2022 Jan 11, 2023	SELL	$75.55 - $92.52 $61,951 - $75,866	-820 Reduced 21.05%	3,075 $0
Q3 2022 Oct 21, 2022	SELL	$74.61 - $87.26 $14,250 - $16,666	-191 Reduced 4.67%	3,895 $296,000
Q2 2022 Jul 14, 2022	BUY	$80.52 - $93.75 $23,994 - $27,937	298 Added 7.87%	4,086 $345,000
Q1 2022 May 02, 2022	BUY	$80.11 - $90.62 $39,494 - $44,675	493 Added 14.96%	3,788 $332,000
Q4 2021 Feb 03, 2022	BUY	$79.7 - $88.13 $103,928 - $114,921	1,304 Added 65.49%	3,295 $288,000
Q3 2021 Oct 19, 2021	SELL	$81.78 - $95.14 $18,891 - $21,977	-231 Reduced 10.4%	1,991 $162,000
Q2 2021 Jul 28, 2021	BUY	$85.24 - $94.15 $120,785 - $133,410	1,417 Added 176.02%	2,222 $202,000
Q1 2021 Apr 26, 2021	BUY	$83.5 - $98.47 $9,602 - $11,324	115 Added 16.67%	805 $68,000
Q4 2020 Feb 09, 2021	BUY	$78.07 - $94.43 $53,868 - $65,156	690 New	690 $65,000
Q2 2020 Aug 10, 2020	SELL	$80.93 - $91.1 $46,291 - $52,109	-572 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$70.67 - $99.01 $3,533 - $4,950	50 Added 9.58%	572 $47.2 Million
Q4 2019 Feb 14, 2020	BUY	$84.35 - $95.37 $44,030 - $49,783	522 New	522 $49,000

Others Institutions Holding NVS

# of Institutions

1,434

Shares Held

133M

Call Options Held

1.12M

Put Options Held

1.82M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $227B
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...

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Arkadios Wealth Advisors Novartis Ag Transaction History