Bdo Wealth Advisors, LLC Novartis Ag Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 6,146 shares of NVS stock, worth $596,653. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,146

Previous 6,060 1.42%

Holding current value

$596,653

Previous $557,000 11.31%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$92.52 - $104.91 $7,956 - $9,022	86 Added 1.42%	6,146 $620,000
Q1 2023 May 09, 2023	SELL	$80.03 - $92.81 $36,253 - $42,042	-453 Reduced 6.96%	6,060 $557,000
Q4 2022 Jan 27, 2023	BUY	$75.55 - $92.52 $48,729 - $59,675	645 Added 10.99%	6,513 $0
Q3 2022 Nov 02, 2022	BUY	$74.61 - $87.26 $24,248 - $28,359	325 Added 5.86%	5,868 $446,000
Q2 2022 Aug 25, 2022	SELL	$80.52 - $93.75 $11,997 - $13,968	-149 Reduced 2.62%	5,543 $469,000
Q1 2022 May 06, 2022	SELL	$80.11 - $90.62 $22,030 - $24,920	-275 Reduced 4.61%	5,692 $499,000
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.13 $47,899 - $52,966	-601 Reduced 9.15%	5,967 $522,000
Q3 2021 Nov 09, 2021	SELL	$81.78 - $95.14 $53,729 - $62,506	-657 Reduced 9.09%	6,568 $537,000
Q2 2021 Sep 03, 2021	BUY	$85.24 - $94.15 $260,919 - $288,193	3,061 Added 73.51%	7,225 $659,000
Q1 2021 May 14, 2021	SELL	$83.5 - $98.47 $73,396 - $86,555	-879 Reduced 17.43%	4,164 $356,000
Q4 2020 Feb 12, 2021	BUY	$78.07 - $94.43 $2,966 - $3,588	38 Added 0.76%	5,043 $476,000
Q3 2020 Nov 12, 2020	SELL	$82.14 - $91.0 $246 - $273	-3 Reduced 0.06%	5,005 $435,000
Q2 2020 Aug 14, 2020	BUY	$80.93 - $91.1 $11,168 - $12,571	138 Added 2.83%	5,008 $437,000
Q1 2020 May 15, 2020	BUY	$70.67 - $99.01 $74,132 - $103,861	1,049 Added 27.45%	4,870 $402,000
Q4 2019 Feb 14, 2020	BUY	$84.35 - $95.37 $17,460 - $19,741	207 Added 5.73%	3,821 $362,000
Q3 2019 Nov 12, 2019	SELL	$85.54 - $94.26 $16,680 - $18,380	-195 Reduced 5.12%	3,614 $314,000
Q2 2019 Aug 09, 2019	BUY	$75.4 - $92.8 $63,486 - $78,137	842 Added 28.38%	3,809 $348,000
Q1 2019 May 15, 2019	BUY	$75.32 - $86.15 $52,799 - $60,391	701 Added 30.94%	2,967 $285,000
Q4 2018 Feb 14, 2019	BUY	$73.66 - $82.02 $57,970 - $64,549	787 Added 53.21%	2,266 $194,000
Q3 2018 Nov 07, 2018	BUY	$66.94 - $77.43 $6,694 - $7,743	100 Added 7.25%	1,479 $127,000
Q2 2018 Aug 27, 2018	BUY	$64.91 - $73.36 $7,399 - $8,363	114 Added 9.01%	1,379 $104,000
Q1 2018 May 23, 2018	BUY	$70.39 - $84.15 $27,804 - $33,239	395 Added 45.4%	1,265 $102,000
Q4 2017 Feb 14, 2018	BUY	$72.33 - $77.64 $7,233 - $7,764	100 Added 12.99%	870 $73,000
Q3 2017 Nov 08, 2017	BUY	$74.14 - $77.27 $57,087 - $59,497	770	770 $66,000

Others Institutions Holding NVS

# of Institutions

1,437

Shares Held

131M

Call Options Held

1.12M

Put Options Held

1.83M

View Full List

About NOVARTIS AG

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...

More about NVS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Novartis Ag Transaction History