A detailed history of Compass Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Compass Wealth Management LLC holds 17,575 shares of NVS stock, worth $2 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
17,575
Previous 17,625 0.28%
Holding current value
$2 Million
Previous $1.7 Billion 9.75%
% of portfolio
0.46%
Previous 0.43%

Shares

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

Jul 16, 2024

SELL
$92.57 - $107.37 $4,628 - $5,368
-50 Reduced 0.28%
17,575 $1.87 Billion
Q1 2024

Apr 05, 2024

SELL
$95.27 - $108.47 $62,878 - $71,590
-660 Reduced 3.61%
17,625 $1.7 Billion
Q4 2023

Jan 04, 2024

BUY
$92.27 - $101.54 $40,137 - $44,169
435 Added 2.44%
18,285 $1.85 Billion
Q3 2023

Oct 25, 2023

SELL
$94.73 - $105.13 $33,155 - $36,795
-350 Reduced 1.92%
17,850 $1.82 Billion
Q2 2023

Jul 27, 2023

SELL
$92.52 - $104.91 $13,878 - $15,736
-150 Reduced 0.82%
18,200 $1.84 Billion
Q4 2022

Feb 17, 2023

BUY
$75.55 - $92.52 $1.39 Million - $1.7 Million
18,350 New
18,350 $1.66 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 $245B
  • 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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