Avitas Wealth Management LLC Novartis Ag Transaction History

Avitas Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$80.52 - $93.75 $231,575 - $269,625	2,876 New	2,876 $243,000
Q3 2021 Oct 28, 2021	SELL	$81.78 - $95.14 $3.23 Million - $3.76 Million	-39,500 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$85.24 - $94.15 $99,389 - $109,778	1,166 Added 3.04%	39,500 $3.6 Million
Q1 2021 May 13, 2021	BUY	$83.5 - $98.47 $755,675 - $891,153	9,050 Added 30.9%	38,334 $3.28 Million
Q4 2020 Feb 26, 2021	BUY	$78.07 - $94.43 $45,358 - $54,863	581 Added 2.02%	29,284 $2.77 Million
Q3 2020 Oct 06, 2020	BUY	$82.14 - $91.0 $21,438 - $23,751	261 Added 0.92%	28,703 $2.5 Million
Q2 2020 Jul 30, 2020	SELL	$80.93 - $91.1 $60,211 - $67,778	-744 Reduced 2.55%	28,442 $2.48 Million
Q1 2020 May 13, 2020	SELL	$70.67 - $99.01 $673,273 - $943,268	-9,527 Reduced 24.61%	29,186 $2.41 Million
Q4 2019 Feb 13, 2020	BUY	$84.35 - $95.37 $11,134 - $12,588	132 Added 0.34%	38,713 $3.67 Million
Q3 2019 Oct 18, 2019	BUY	$85.54 - $94.26 $593,219 - $653,693	6,935 Added 21.91%	38,581 $3.35 Million
Q2 2019 Jul 23, 2019	SELL	$75.4 - $92.8 $424,652 - $522,649	-5,632 Reduced 15.11%	31,646 $2.89 Million
Q1 2019 May 01, 2019	BUY	$75.32 - $86.15 $27,567 - $31,530	366 Added 0.99%	37,278 $3.58 Million
Q4 2018 Feb 08, 2019	BUY	$73.66 - $82.02 $2.72 Million - $3.03 Million	36,912 New	36,912 $3.17 Million

1,437

131M

1.12M

1.83M

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $209B
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...

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Avitas Wealth Management LLC with notifications on news.