A detailed history of Evermay Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,164 shares of NVS stock, worth $123,686. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,164
Previous 1,176 1.02%
Holding current value
$123,686
Previous $135,000 16.3%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$96.78 - $117.18 $1,161 - $1,406
-12 Reduced 1.02%
1,164 $113,000
Q1 2024

May 13, 2024

BUY
$95.27 - $108.47 $9,527 - $10,847
100 Added 9.29%
1,176 $113,000
Q2 2023

Aug 10, 2023

BUY
$92.52 - $104.91 $43,206 - $48,992
467 Added 76.68%
1,076 $108,000
Q4 2022

Jan 19, 2023

BUY
$75.55 - $92.52 $20,851 - $25,535
276 Added 82.88%
609 $0
Q2 2021

Aug 13, 2021

BUY
$85.24 - $94.15 $28,384 - $31,351
333 New
333 $30,000

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 $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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