A detailed history of Baker Tilly Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,408 shares of NVS stock, worth $575,627. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,408
Previous 5,489 1.48%
Holding current value
$575,627
Previous $554,000 5.6%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 09, 2024

SELL
$95.27 - $108.47 $7,716 - $8,786
-81 Reduced 1.48%
5,408 $523,000
Q4 2023

Jan 10, 2024

SELL
$92.27 - $101.54 $106,571 - $117,278
-1,155 Reduced 17.38%
5,489 $554,000
Q3 2023

Oct 10, 2023

SELL
$94.73 - $105.13 $1.21 Million - $1.34 Million
-12,732 Reduced 65.71%
6,644 $676,000
Q2 2023

Jul 20, 2023

BUY
$92.52 - $104.91 $120,090 - $136,173
1,298 Added 7.18%
19,376 $1.96 Million
Q1 2023

Apr 12, 2023

SELL
$80.03 - $92.81 $873,767 - $1.01 Million
-10,918 Reduced 37.65%
18,078 $1.66 Million
Q4 2022

Jan 26, 2023

BUY
$75.55 - $92.52 $231,409 - $283,388
3,063 Added 11.81%
28,996 $0
Q3 2022

Oct 20, 2022

SELL
$74.61 - $87.26 $147,653 - $172,687
-1,979 Reduced 7.09%
25,933 $1.97 Million
Q2 2022

Jul 28, 2022

BUY
$80.52 - $93.75 $222,476 - $259,031
2,763 Added 10.99%
27,912 $2.36 Million
Q1 2022

Apr 27, 2022

BUY
$80.11 - $90.62 $311,467 - $352,330
3,888 Added 18.29%
25,149 $2.21 Million
Q4 2021

Feb 08, 2022

SELL
$79.7 - $88.13 $97,393 - $107,694
-1,222 Reduced 5.44%
21,261 $1.86 Million
Q3 2021

Nov 02, 2021

BUY
$81.78 - $95.14 $291,872 - $339,554
3,569 Added 18.87%
22,483 $1.84 Million
Q2 2021

Jul 30, 2021

BUY
$85.24 - $94.15 $80,125 - $88,501
940 Added 5.23%
18,914 $1.73 Million
Q1 2021

Apr 28, 2021

BUY
$83.5 - $98.47 $915,661 - $1.08 Million
10,966 Added 156.48%
17,974 $1.54 Million
Q4 2020

Feb 03, 2021

BUY
$78.07 - $94.43 $547,114 - $661,765
7,008 New
7,008 $662,000

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 $229B
  • 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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