A detailed history of Cyndeo Wealth Partners, LLC transactions in Novartis Ag stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,602 shares of NVS stock, worth $477,917. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,602
Previous 4,836 4.84%
Holding current value
$477,917
Previous $514,000 2.92%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 18, 2024

SELL
$106.13 - $120.89 $24,834 - $28,288
-234 Reduced 4.84%
4,602 $529,000
Q2 2024

Jul 30, 2024

SELL
$92.57 - $107.37 $103,030 - $119,502
-1,113 Reduced 18.71%
4,836 $514,000
Q1 2024

Apr 16, 2024

SELL
$95.27 - $108.47 $2,095 - $2,386
-22 Reduced 0.37%
5,949 $575,000
Q4 2023

Jan 12, 2024

SELL
$92.27 - $101.54 $645 - $710
-7 Reduced 0.12%
5,971 $602,000
Q3 2023

Oct 10, 2023

SELL
$94.73 - $105.13 $5,683 - $6,307
-60 Reduced 0.99%
5,978 $608,000
Q2 2023

Jul 27, 2023

SELL
$92.52 - $104.91 $42,189 - $47,838
-456 Reduced 7.02%
6,038 $609,000
Q1 2023

Apr 21, 2023

SELL
$80.03 - $92.81 $88,033 - $102,091
-1,100 Reduced 14.49%
6,494 $597,000
Q4 2022

Jan 25, 2023

BUY
$75.55 - $92.52 $573,726 - $702,596
7,594 New
7,594 $0

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 $223B
  • 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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.