Bergan Kdv Wealth Management, LLC Novartis Ag Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 432 shares of NVS stock, worth $46,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares
432
Previous 432 -0.0%
Holding current value
$46,025
Previous $39,000 10.26%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022
SELL
$74.61 - $87.26 $14,623 - $17,102
-196 Reduced 31.21%
432 $33,000
Q1 2022

May 09, 2022
SELL
$80.11 - $90.62 $82,192 - $92,976
-1,026 Reduced 62.03%
628 $55,000
Q4 2021

Jan 28, 2022
BUY
$79.7 - $88.13 $80,576 - $89,099
1,011 Added 157.23%
1,654 $145,000
Q3 2021

Nov 12, 2021
SELL
$81.78 - $95.14 $4,988 - $5,803
-61 Reduced 8.66%
643 $53,000
Q2 2021

Aug 10, 2021
BUY
$85.24 - $94.15 $5,199 - $5,743
61 Added 9.49%
704 $64,000
Q1 2021

May 11, 2021
SELL
$83.5 - $98.47 $4,091 - $4,825
-49 Reduced 7.08%
643 $55,000
Q4 2020

Feb 04, 2021
SELL
$78.07 - $94.43 $397,376 - $480,648
-5,090 Reduced 88.03%
692 $65,000
Q3 2020

Nov 05, 2020
SELL
$82.14 - $91.0 $19,549 - $21,658
-238 Reduced 3.95%
5,782 $503,000
Q2 2020

Aug 13, 2020
BUY
$80.93 - $91.1 $10,359 - $11,660
128 Added 2.17%
6,020 $526,000
Q1 2020

Apr 24, 2020
BUY
$70.67 - $99.01 $39,504 - $55,346
559 Added 10.48%
5,892 $486,000
Q4 2019

Feb 10, 2020
BUY
$84.35 - $95.37 $7,254 - $8,201
86 Added 1.64%
5,333 $505,000
Q3 2019

Nov 08, 2019
SELL
$85.54 - $94.26 $28,912 - $31,859
-338 Reduced 6.05%
5,247 $456,000
Q2 2019

Aug 12, 2019
SELL
$75.4 - $92.8 $1,432 - $1,763
-19 Reduced 0.34%
5,585 $510,000
Q1 2019

May 09, 2019
BUY
$75.32 - $86.15 $13,708 - $15,679
182 Added 3.36%
5,604 $539,000
Q4 2018

Feb 01, 2019
BUY
$73.66 - $82.02 $14,584 - $16,239
198 Added 3.79%
5,422 $465,000
Q3 2018

Nov 09, 2018
BUY
$66.94 - $77.43 $27,780 - $32,133
415 Added 8.63%
5,224 $450,000
Q2 2018

Jul 23, 2018
BUY
$64.91 - $73.36 $8,957 - $10,123
138 Added 2.95%
4,809 $363,000
Q1 2018

May 03, 2018
SELL
$70.39 - $84.15 $9,643 - $11,528
-137 Reduced 2.85%
4,671 $378,000
Q4 2017

Jan 16, 2018
SELL
$72.33 - $77.64 $96,198 - $103,261
-1,330 Reduced 21.67%
4,808 $404,000
Q3 2017

Oct 18, 2017
BUY
$74.14 - $77.27 $455,071 - $474,283
6,138
6,138 $527,000

Others Institutions Holding NVS

# of Institutions
1,345
Shares Held
140M
Call Options Held
1.15M
Put Options Held
866K
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • 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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