A detailed history of Ever Source Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,707 shares of NVS stock, worth $268,263. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,707
Previous 2,647 2.27%
Holding current value
$268,263
Previous $281,000 10.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

BUY
$106.13 - $120.89 $6,367 - $7,253
60 Added 2.27%
2,707 $311,000
Q2 2024

Aug 13, 2024

BUY
$92.57 - $107.37 $58,689 - $68,072
634 Added 31.5%
2,647 $281,000
Q1 2024

Jun 11, 2024

BUY
$95.27 - $108.47 $9,336 - $10,630
98 Added 5.12%
2,013 $194,000
Q4 2023

Feb 09, 2024

BUY
$92.27 - $101.54 $4,428 - $4,873
48 Added 2.57%
1,915 $193,000
Q3 2023

Nov 03, 2023

SELL
$94.73 - $105.13 $47,080 - $52,249
-497 Reduced 21.02%
1,867 $190,000
Q2 2023

Aug 04, 2023

BUY
$92.52 - $104.91 $37,285 - $42,278
403 Added 20.55%
2,364 $238,000
Q1 2023

May 11, 2023

SELL
$80.03 - $92.81 $7,122 - $8,260
-89 Reduced 4.34%
1,961 $180,000
Q4 2022

Feb 09, 2023

SELL
$75.55 - $92.52 $39,588 - $48,480
-524 Reduced 20.36%
2,050 $185,000
Q3 2022

Nov 07, 2022

SELL
$74.61 - $87.26 $24,546 - $28,708
-329 Reduced 11.33%
2,574 $196,000
Q2 2022

Aug 01, 2022

SELL
$80.52 - $93.75 $2,254 - $2,625
-28 Reduced 0.96%
2,903 $245,000
Q1 2022

May 25, 2022

BUY
$80.11 - $90.62 $21,950 - $24,829
274 Added 10.31%
2,931 $257,000
Q4 2021

Feb 07, 2022

BUY
$79.7 - $88.13 $211,762 - $234,161
2,657 New
2,657 $232,000

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 $213B
  • 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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