Bsw Wealth Partners Novartis Ag Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

A detailed history of Bsw Wealth Partners transactions in Novartis Ag stock. As of the latest transaction made, Bsw Wealth Partners holds 7,169 shares of NVS stock, worth $799,200. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,169

Previous 7,727 7.22%

Holding current value

$799,200

Previous $888,000 21.51%

% of portfolio

0.1%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$96.78 - $117.18 $54,003 - $65,386	-558 Reduced 7.22%	7,169 $697,000
Q3 2024 Oct 29, 2024	BUY	$106.13 - $120.89 $67,604 - $77,006	637 Added 8.98%	7,727 $888,000
Q2 2024 Jul 16, 2024	SELL	$92.57 - $107.37 $44,989 - $52,181	-486 Reduced 6.41%	7,090 $754,000
Q1 2024 Apr 23, 2024	SELL	$95.27 - $108.47 $75,739 - $86,233	-795 Reduced 9.5%	7,576 $732,000
Q4 2023 Jan 25, 2024	BUY	$92.27 - $101.54 $134,345 - $147,842	1,456 Added 21.06%	8,371 $845,000
Q3 2023 Oct 27, 2023	SELL	$94.73 - $105.13 $11,462 - $12,720	-121 Reduced 1.72%	6,915 $704,000
Q2 2023 Aug 11, 2023	SELL	$92.52 - $104.91 $11,565 - $13,113	-125 Reduced 1.75%	7,036 $710,000
Q1 2023 May 15, 2023	SELL	$80.03 - $92.81 $145,574 - $168,821	-1,819 Reduced 20.26%	7,161 $658,000
Q4 2022 Feb 13, 2023	BUY	$75.55 - $92.52 $93,304 - $114,262	1,235 Added 15.95%	8,980 $814,000
Q3 2022 Nov 14, 2022	SELL	$74.61 - $87.26 $58,270 - $68,150	-781 Reduced 9.16%	7,745 $589,000
Q2 2022 Aug 15, 2022	BUY	$80.52 - $93.75 $13,849 - $16,125	172 Added 2.06%	8,526 $721,000
Q1 2022 May 16, 2022	BUY	$80.11 - $90.62 $209,647 - $237,152	2,617 Added 45.62%	8,354 $733,000
Q4 2021 Feb 14, 2022	SELL	$79.7 - $88.13 $129,432 - $143,123	-1,624 Reduced 22.06%	5,737 $502,000
Q3 2021 Nov 15, 2021	BUY	$81.78 - $95.14 $327,937 - $381,511	4,010 Added 119.67%	7,361 $602,000
Q2 2021 Aug 16, 2021	BUY	$85.24 - $94.15 $285,639 - $315,496	3,351 New	3,351 $306,000
Q4 2017 Feb 08, 2018	SELL	$72.33 - $77.64 $184,730 - $198,292	-2,554 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$74.14 - $77.27 $189,353 - $197,347	2,554	2,554 $219,000

Others Institutions Holding NVS

# of Institutions

1,480

Shares Held

130M

Call Options Held

1.31M

Put Options Held

1.56M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $240B
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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Novartis Ag Transaction History