Ep Wealth Advisors, LLC Novartis Ag Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,104 shares of NVS stock, worth $1.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,104
Previous 11,052 18.57%
Holding current value
$1.39 Million
Previous $1.12 Million 13.63%
% of portfolio
0.02%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$95.27 - $108.47 $195,494 - $222,580
2,052 Added 18.57%
13,104 $1.27 Million
Q4 2023

Feb 28, 2024
SELL
$92.27 - $101.54 $110,354 - $121,441
-1,196 Reduced 9.76%
11,052 $1.12 Million
Q3 2023

Nov 22, 2023
SELL
$94.73 - $105.13 $1.52 Million - $1.68 Million
-16,000 Reduced 56.64%
12,248 $1.25 Million
Q2 2023

Aug 14, 2023
BUY
$92.52 - $104.91 $831,569 - $942,931
8,988 Added 46.67%
28,248 $2.85 Million
Q1 2023

Jun 05, 2023
BUY
$80.03 - $92.81 $1.54 Million - $1.79 Million
19,260 New
19,260 $1.77 Million
Q4 2022

Jun 12, 2023
SELL
$75.55 - $92.52 $1.07 Million - $1.31 Million
-14,185 Reduced 73.65%
5,075 $460,000
Q2 2022

Aug 11, 2022
BUY
$80.52 - $93.75 $211,848 - $246,656
2,631 Added 32.21%
10,800 $913,000
Q1 2022

May 20, 2022
SELL
$80.11 - $90.62 $25,234 - $28,545
-315 Reduced 3.71%
8,169 $717,000
Q4 2021

Feb 17, 2022
BUY
$79.7 - $88.13 $32,358 - $35,780
406 Added 5.03%
8,484 $742,000
Q3 2021

Nov 23, 2021
BUY
$81.78 - $95.14 $396,960 - $461,809
4,854 Added 150.56%
8,078 $661,000
Q3 2021

Nov 16, 2021
SELL
$81.78 - $95.14 $332,353 - $386,648
-4,064 Reduced 55.76%
3,224 $661,000
Q2 2021

Aug 24, 2021
BUY
$85.24 - $94.15 $70,408 - $77,767
826 Added 12.78%
7,288 $665,000
Q1 2021

May 17, 2021
BUY
$83.5 - $98.47 $2,839 - $3,347
34 Added 0.53%
6,462 $552,000
Q4 2020

Feb 18, 2021
SELL
$78.07 - $94.43 $81,427 - $98,490
-1,043 Reduced 13.96%
6,428 $607,000
Q3 2020

Nov 17, 2020
BUY
$82.14 - $91.0 $75,650 - $83,811
921 Added 14.06%
7,471 $650,000
Q2 2020

Aug 14, 2020
SELL
$80.93 - $91.1 $113,221 - $127,448
-1,399 Reduced 17.6%
6,550 $572,000
Q1 2020

May 18, 2020
BUY
$70.67 - $99.01 $14,275 - $20,000
202 Added 2.61%
7,949 $655,000
Q4 2019

Feb 14, 2020
SELL
$84.35 - $95.37 $16,110 - $18,215
-191 Reduced 2.41%
7,747 $734,000
Q3 2019

Nov 18, 2019
BUY
$85.54 - $94.26 $163,552 - $180,225
1,912 Added 31.73%
7,938 $690,000
Q2 2019

Aug 27, 2019
BUY
$75.4 - $92.8 $270,535 - $332,966
3,588 Added 147.17%
6,026 $550,000
Q1 2019

May 20, 2019
BUY
$75.32 - $86.15 $1,732 - $1,981
23 Added 0.95%
2,438 $234,000
Q4 2018

Feb 19, 2019
BUY
$73.66 - $82.02 $177,888 - $198,078
2,415 New
2,415 $207,000

Others Institutions Holding NVS

# of Institutions
1,346
Shares Held
140M
Call Options Held
1.15M
Put Options Held
866K
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 $229B
  • 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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