A detailed history of Forum Financial Management, LP transactions in Novartis Ag stock. As of the latest transaction made, Forum Financial Management, LP holds 23,822 shares of NVS stock, worth $2.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,822
Previous 23,822 -0.0%
Holding current value
$2.63 Million
Previous $2.54 Million 8.04%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$92.27 - $101.54 $4,798 - $5,280
-52 Reduced 0.22%
23,822 $2.41 Million
Q3 2023

Nov 03, 2023

SELL
$94.73 - $105.13 $127,032 - $140,979
-1,341 Reduced 5.32%
23,874 $2.43 Million
Q2 2023

Jul 26, 2023

BUY
$92.52 - $104.91 $127,122 - $144,146
1,374 Added 5.76%
25,215 $2.54 Million
Q1 2023

Apr 19, 2023

SELL
$80.03 - $92.81 $87,552 - $101,534
-1,094 Reduced 4.39%
23,841 $2.19 Million
Q1 2022

May 16, 2022

SELL
$80.11 - $90.62 $1,121 - $1,268
-14 Reduced 0.06%
24,935 $2.19 Million
Q4 2021

Feb 18, 2022

BUY
$79.7 - $88.13 $1.99 Million - $2.2 Million
24,949 New
24,949 $2.18 Million

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 $238B
  • 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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