A detailed history of Circle Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Circle Wealth Management, LLC holds 4,825 shares of NVS stock, worth $478,157. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,825
Previous 5,230 7.74%
Holding current value
$478,157
Previous $556,000 0.36%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$106.13 - $120.89 $42,982 - $48,960
-405 Reduced 7.74%
4,825 $554,000
Q1 2024

May 14, 2024

BUY
$95.27 - $108.47 $32,105 - $36,554
337 Added 6.89%
5,230 $505,000
Q4 2023

Feb 14, 2024

SELL
$92.27 - $101.54 $5,813 - $6,397
-63 Reduced 1.27%
4,893 $494,000
Q3 2023

Nov 14, 2023

BUY
$94.73 - $105.13 $54,469 - $60,449
575 Added 13.12%
4,956 $504,000
Q1 2022

May 16, 2022

BUY
$80.11 - $90.62 $44,060 - $49,841
550 Added 14.36%
4,381 $384,000
Q2 2021

Aug 16, 2021

BUY
$85.24 - $94.15 $54,553 - $60,256
640 Added 20.06%
3,831 $350,000
Q1 2021

May 17, 2021

SELL
$83.5 - $98.47 $17,952 - $21,171
-215 Reduced 6.31%
3,191 $273,000
Q4 2020

Feb 18, 2021

BUY
$78.07 - $94.43 $63,861 - $77,243
818 Added 31.61%
3,406 $322,000
Q3 2020

Nov 16, 2020

BUY
$82.14 - $91.0 $212,578 - $235,508
2,588 New
2,588 $225,000

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 $213B
  • 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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