A detailed history of Carolinas Wealth Consulting LLC transactions in Novartis Ag stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 214 shares of NVS stock, worth $23,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares
214
Previous 176 21.59%
Holding current value
$23,139
Previous $17,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$95.27 - $108.47 $3,620 - $4,121
38 Added 21.59%
214 $20,000
Q3 2023

Nov 14, 2023

SELL
$94.73 - $105.13 $22,261 - $24,705
-235 Reduced 57.18%
176 $17,000
Q2 2023

Aug 14, 2023

SELL
$92.52 - $104.91 $37,563 - $42,593
-406 Reduced 49.69%
411 $41,000
Q1 2023

May 15, 2023

BUY
$80.03 - $92.81 $32,572 - $37,773
407 Added 99.27%
817 $75,000
Q4 2022

Feb 14, 2023

BUY
$75.55 - $92.52 $3,022 - $3,700
40 Added 10.81%
410 $37,000
Q2 2022

Aug 16, 2022

BUY
$80.52 - $93.75 $17,714 - $20,625
220 Added 146.67%
370 $31,000
Q4 2021

Feb 14, 2022

BUY
$79.7 - $88.13 $5,579 - $6,169
70 Added 87.5%
150 $13,000
Q1 2021

May 17, 2021

BUY
$83.5 - $98.47 $6,680 - $7,877
80 New
80 $7,000
Q4 2020

Feb 16, 2021

SELL
$78.07 - $94.43 $14,442 - $17,469
-185 Closed
0 $0
Q3 2020

Nov 12, 2020

SELL
$82.14 - $91.0 $2,053 - $2,275
-25 Reduced 11.9%
185 $16,000
Q2 2020

Aug 13, 2020

BUY
$80.93 - $91.1 $16,995 - $19,131
210 New
210 $18,000

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 $233B
  • 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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