A detailed history of Ascent Wealth Partners, LLC transactions in Novartis Ag stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 16,210 shares of NVS stock, worth $1.78 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,210
Previous 15,971 1.5%
Holding current value
$1.78 Million
Previous $1.61 Million 2.79%
% of portfolio
0.23%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$95.27 - $108.47 $22,769 - $25,924
239 Added 1.5%
16,210 $1.57 Million
Q4 2023

Jan 22, 2024

BUY
$92.27 - $101.54 $14,486 - $15,941
157 Added 0.99%
15,971 $1.61 Million
Q3 2023

Oct 20, 2023

BUY
$94.73 - $105.13 $102,308 - $113,540
1,080 Added 7.33%
15,814 $1.61 Million
Q2 2023

Aug 04, 2023

BUY
$92.52 - $104.91 $80,214 - $90,956
867 Added 6.25%
14,734 $1.49 Million
Q1 2023

Apr 25, 2023

BUY
$80.03 - $92.81 $43,216 - $50,117
540 Added 4.05%
13,867 $1.28 Million
Q4 2022

Feb 02, 2023

BUY
$75.55 - $92.52 $90,735 - $111,116
1,201 Added 9.9%
13,327 $1.21 Million
Q3 2022

Nov 14, 2022

SELL
$74.61 - $87.26 $6,714 - $7,853
-90 Reduced 0.74%
12,126 $922,000
Q2 2022

Aug 10, 2022

SELL
$80.52 - $93.75 $751,090 - $874,500
-9,328 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$80.11 - $90.62 $111,913 - $126,596
1,397 Added 17.61%
9,328 $818,000
Q4 2021

Jan 27, 2022

BUY
$79.7 - $88.13 $14,664 - $16,215
184 Added 2.38%
7,931 $693,000
Q3 2021

Nov 01, 2021

BUY
$81.78 - $95.14 $159,879 - $185,998
1,955 Added 33.75%
7,747 $634,000
Q2 2021

Jul 30, 2021

BUY
$85.24 - $94.15 $493,710 - $545,316
5,792 New
5,792 $528,000

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 $236B
  • 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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