A detailed history of Baystate Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Baystate Wealth Management LLC holds 352 shares of NVS stock, worth $34,654. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 310 13.55%
Holding current value
$34,654
Previous $31,000 12.9%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$92.27 - $101.54 $3,875 - $4,264
42 Added 13.55%
352 $35,000
Q3 2023

Oct 25, 2023

BUY
$94.73 - $105.13 $4,736 - $5,256
50 Added 19.23%
310 $31,000
Q2 2023

Sep 21, 2023

SELL
$92.52 - $104.91 $451,682 - $512,170
-4,882 Reduced 94.94%
260 $26,000
Q2 2023

Aug 02, 2023

BUY
$92.52 - $104.91 $451,682 - $512,170
4,882 Added 1877.69%
5,142 $518,000
Q1 2023

Apr 25, 2023

SELL
$80.03 - $92.81 $1,280 - $1,484
-16 Reduced 5.8%
260 $23,000
Q4 2022

Jan 12, 2023

BUY
$75.55 - $92.52 $1,208 - $1,480
16 Added 6.15%
276 $25,000
Q1 2022

Apr 19, 2022

SELL
$80.11 - $90.62 $320 - $362
-4 Reduced 1.52%
260 $23,000
Q2 2021

Jul 26, 2021

SELL
$85.24 - $94.15 $21,736 - $24,008
-255 Reduced 49.13%
264 $24,000
Q1 2021

Apr 21, 2021

BUY
$83.5 - $98.47 $751 - $886
9 Added 1.76%
519 $44,000
Q3 2020

Oct 14, 2020

SELL
$82.14 - $91.0 $3,696 - $4,095
-45 Reduced 8.11%
510 $44,000
Q2 2020

Jul 28, 2020

BUY
$80.93 - $91.1 $3,641 - $4,099
45 Added 8.82%
555 $48,000
Q1 2020

Apr 22, 2020

SELL
$70.67 - $99.01 $8,127 - $11,386
-115 Reduced 18.4%
510 $42,000
Q3 2019

Oct 30, 2019

BUY
$85.54 - $94.26 $9,837 - $10,839
115 Added 22.55%
625 $54,000
Q1 2019

Apr 25, 2019

BUY
$75.32 - $86.15 $753 - $861
10 Added 2.0%
510 $40,000
Q3 2017

Oct 10, 2017

BUY
$74.14 - $77.27 $37,070 - $38,635
500
500 $43,000

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 $212B
  • 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
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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