A detailed history of Concord Wealth Partners transactions in Novartis Ag stock. As of the latest transaction made, Concord Wealth Partners holds 1,705 shares of NVS stock, worth $188,504. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,705
Previous 2,065 17.43%
Holding current value
$188,504
Previous $219,000 10.5%
% of portfolio
0.03%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $238B
  • 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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