Concord Wealth Partners Novartis Ag Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Novartis Ag stock. As of the latest transaction made, Concord Wealth Partners holds 1,596 shares of NVS stock, worth $185,423. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,596
Previous 1,326 20.36%
Holding current value
$185,423
Previous $147,000 31.29%
% of portfolio
0.03%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$101.96 - $121.01 $27,529 - $32,672
270 Added 20.36%
1,596 $193,000
Q1 2025

May 02, 2025
SELL
$97.14 - $115.57 $6,994 - $8,321
-72 Reduced 5.15%
1,326 $147,000
Q4 2024

Jan 23, 2025
SELL
$96.78 - $117.18 $29,711 - $35,974
-307 Reduced 18.01%
1,398 $136,000
Q3 2024

Oct 24, 2024
SELL
$106.13 - $120.89 $38,206 - $43,520
-360 Reduced 17.43%
1,705 $196,000
Q2 2024

Jul 31, 2024
SELL
$92.57 - $107.37 $41,934 - $48,638
-453 Reduced 17.99%
2,065 $219,000
Q1 2024

Apr 30, 2024
BUY
$95.27 - $108.47 $54,875 - $62,478
576 Added 29.66%
2,518 $243,000
Q4 2023

Apr 30, 2024
SELL
$92.27 - $101.54 $116,352 - $128,041
-1,261 Reduced 39.37%
1,942 $196,000
Q4 2023

Feb 05, 2024
SELL
$92.27 - $101.54 $116,352 - $128,041
-1,261 Reduced 39.37%
1,942 $196,000
Q3 2023

Apr 30, 2024
BUY
$94.73 - $105.13 $119,454 - $132,568
1,261 Added 64.93%
3,203 $326,000
Q3 2023

Oct 25, 2023
SELL
$94.73 - $105.13 $1,231 - $1,366
-13 Reduced 0.4%
3,203 $326,000
Q2 2023

Aug 07, 2023
BUY
$92.52 - $104.91 $17,856 - $20,247
193 Added 6.38%
3,216 $324,000
Q1 2023

Apr 26, 2023
SELL
$80.03 - $92.81 $34,412 - $39,908
-430 Reduced 12.45%
3,023 $278,000
Q4 2022

Jan 27, 2023
SELL
$75.55 - $92.52 $34,526 - $42,281
-457 Reduced 11.69%
3,453 $313,000
Q3 2022

Nov 10, 2022
BUY
$74.61 - $87.26 $6,714 - $7,853
90 Added 2.36%
3,910 $297,000
Q2 2022

Aug 04, 2022
SELL
$80.52 - $93.75 $135,837 - $158,156
-1,687 Reduced 30.63%
3,820 $323,000
Q1 2022

Apr 20, 2022
BUY
$80.11 - $90.62 $7,610 - $8,608
95 Added 1.76%
5,507 $483,000
Q4 2021

Jan 21, 2022
BUY
$79.7 - $88.13 $312,424 - $345,469
3,920 Added 262.73%
5,412 $473,000
Q3 2021

Nov 09, 2021
SELL
$81.78 - $95.14 $156,281 - $181,812
-1,911 Reduced 56.16%
1,492 $122,000
Q2 2021

Jul 29, 2021
BUY
$85.24 - $94.15 $59,156 - $65,340
694 Added 25.62%
3,403 $310,000
Q1 2021

May 13, 2021
BUY
$83.5 - $98.47 $77,655 - $91,577
930 Added 52.28%
2,709 $232,000
Q4 2020

Feb 16, 2021
BUY
$78.07 - $94.43 $138,886 - $167,990
1,779 New
1,779 $168,000

Others Institutions Holding NVS

# of Institutions
1,544
Shares Held
141M
Call Options Held
1.63M
Put Options Held
1.82M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $250B
  • 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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