A detailed history of Connecticut Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 2,258 shares of NVS stock, worth $256,892. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,258
Previous 2,447 7.72%
Holding current value
$256,892
Previous $236,000 1.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024

SELL
$92.57 - $107.37 $17,495 - $20,292
-189 Reduced 7.72%
2,258 $240,000
Q1 2024

May 01, 2024

SELL
$95.27 - $108.47 $7,145 - $8,135
-75 Reduced 2.97%
2,447 $236,000
Q4 2023

Feb 06, 2024

BUY
$92.27 - $101.54 $13,932 - $15,332
151 Added 6.37%
2,522 $254,000
Q3 2023

Oct 19, 2023

BUY
$94.73 - $105.13 $224,604 - $249,263
2,371 New
2,371 $241,000

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 $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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