A detailed history of Beverly Hills Private Wealth, LLC transactions in Novartis Ag stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 12,344 shares of NVS stock, worth $1.44 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,344
Previous 13,650 9.57%
Holding current value
$1.44 Million
Previous $1.32 Billion 0.47%
% of portfolio
0.29%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$92.57 - $107.37 $120,896 - $140,225
-1,306 Reduced 9.57%
12,344 $1.31 Billion
Q1 2024

May 08, 2024

SELL
$95.27 - $108.47 $104,606 - $119,100
-1,098 Reduced 7.45%
13,650 $1.32 Billion
Q4 2023

Jan 29, 2024

SELL
$92.27 - $101.54 $91,716 - $100,930
-994 Reduced 6.31%
14,748 $1.49 Billion
Q3 2023

Nov 08, 2023

SELL
$94.73 - $105.13 $1.58 Million - $1.75 Million
-16,680 Reduced 51.45%
15,742 $1.6 Billion
Q2 2023

Aug 09, 2023

BUY
$92.52 - $104.91 $1.48 Million - $1.68 Million
15,978 Added 97.17%
32,422 $3.3 Billion
Q1 2023

May 03, 2023

BUY
$80.03 - $92.81 $421,918 - $489,294
5,272 Added 47.19%
16,444 $1.51 Billion
Q4 2022

Feb 13, 2023

BUY
$75.55 - $92.52 $844,044 - $1.03 Million
11,172 New
11,172 $1.01 Billion

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 $251B
  • 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.