Avidian Wealth Solutions, LLC Novartis Ag Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Novartis Ag stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 7,749 shares of NVS stock, worth $903,765. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,749

Previous 7,659 1.18%

Holding current value

$903,765

Previous $853,000 9.85%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$101.96 - $121.01 $9,176 - $10,890	90 Added 1.18%	7,749 $937,000
Q1 2025 Apr 25, 2025	BUY	$97.14 - $115.57 $19,428 - $23,114	200 Added 2.68%	7,659 $853,000
Q4 2024 Jan 29, 2025	SELL	$96.78 - $117.18 $43,938 - $53,199	-454 Reduced 5.74%	7,459 $725,000
Q3 2024 Oct 30, 2024	BUY	$106.13 - $120.89 $10,825 - $12,330	102 Added 1.31%	7,913 $910,000
Q2 2024 Aug 06, 2024	BUY	$92.57 - $107.37 $46,007 - $53,362	497 Added 6.8%	7,811 $831,000
Q1 2024 May 03, 2024	SELL	$95.27 - $108.47 $65,259 - $74,301	-685 Reduced 8.56%	7,314 $707,000
Q4 2023 Feb 06, 2024	SELL	$92.27 - $101.54 $3,044 - $3,350	-33 Reduced 0.41%	7,999 $807,000
Q3 2023 Oct 13, 2023	SELL	$94.73 - $105.13 $47,933 - $53,195	-506 Reduced 5.93%	8,032 $818,000
Q2 2023 Aug 03, 2023	BUY	$92.52 - $104.91 $33,214 - $37,662	359 Added 4.39%	8,538 $861,000
Q1 2023 May 08, 2023	BUY	$80.03 - $92.81 $24,569 - $28,492	307 Added 3.9%	8,179 $752,000
Q3 2022 Nov 03, 2022	BUY	$74.61 - $87.26 $8,430 - $9,860	113 Added 1.46%	7,872 $598,000
Q2 2022 Jul 29, 2022	BUY	$80.52 - $93.75 $4,589 - $5,343	57 Added 0.74%	7,759 $656,000
Q1 2022 May 10, 2022	SELL	$80.11 - $90.62 $146,441 - $165,653	-1,828 Reduced 19.18%	7,702 $676,000
Q4 2021 Feb 14, 2022	BUY	$79.7 - $88.13 $355,143 - $392,707	4,456 Added 87.82%	9,530 $834,000
Q3 2021 Nov 10, 2021	BUY	$81.78 - $95.14 $3,843 - $4,471	47 Added 0.93%	5,074 $415,000
Q2 2021 Aug 09, 2021	SELL	$85.24 - $94.15 $10,995 - $12,145	-129 Reduced 2.5%	5,027 $459,000
Q1 2021 May 05, 2021	SELL	$83.5 - $98.47 $42,585 - $50,219	-510 Reduced 9.0%	5,156 $441,000
Q4 2020 Feb 09, 2021	BUY	$78.07 - $94.43 $9,368 - $11,331	120 Added 2.16%	5,666 $535,000
Q3 2020 Nov 06, 2020	BUY	$82.14 - $91.0 $70,229 - $77,805	855 Added 18.23%	5,546 $482,000
Q2 2020 Aug 10, 2020	BUY	$80.93 - $91.1 $33,100 - $37,259	409 Added 9.55%	4,691 $410,000
Q1 2020 Apr 22, 2020	SELL	$70.67 - $99.01 $36,395 - $50,990	-515 Reduced 10.74%	4,282 $353,000
Q4 2019 Feb 13, 2020	BUY	$84.35 - $95.37 $42,849 - $48,447	508 Added 11.84%	4,797 $454,000
Q3 2019 Nov 14, 2019	BUY	$85.54 - $94.26 $17,022 - $18,757	199 Added 4.87%	4,289 $373,000
Q2 2019 Aug 14, 2019	BUY	$75.4 - $92.8 $105,409 - $129,734	1,398 Added 51.93%	4,090 $373,000
Q1 2019 May 15, 2019	BUY	$75.32 - $86.15 $202,761 - $231,915	2,692 New	2,692 $259,000

Others Institutions Holding NVS

# of Institutions

1,544

Shares Held

141M

Call Options Held

1.63M

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 $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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Avidian Wealth Solutions, LLC Novartis Ag Transaction History