Forvis Wealth Advisors, LLC Novartis Ag Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,778 shares of NVS stock, worth $286,384. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,778
Previous 2,807 1.03%
Holding current value
$286,384
Previous $298,000 7.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$106.13 - $120.89 $3,077 - $3,505
-29 Reduced 1.03%
2,778 $319,000
Q2 2024

Aug 09, 2024
BUY
$92.57 - $107.37 $17,773 - $20,615
192 Added 7.34%
2,807 $298,000
Q1 2024

Apr 19, 2024
SELL
$95.27 - $108.47 $111,561 - $127,018
-1,171 Reduced 30.93%
2,615 $252,000
Q4 2023

Jan 11, 2024
SELL
$92.27 - $101.54 $49,641 - $54,628
-538 Reduced 12.44%
3,786 $382,000
Q3 2023

Oct 25, 2023
SELL
$94.73 - $105.13 $270,833 - $300,566
-2,859 Reduced 39.8%
4,324 $440,000
Q2 2023

Aug 08, 2023
BUY
$92.52 - $104.91 $241,292 - $273,605
2,608 Added 57.01%
7,183 $724,000
Q1 2023

Apr 26, 2023
SELL
$80.03 - $92.81 $48,578 - $56,335
-607 Reduced 11.71%
4,575 $420,000
Q4 2022

Feb 02, 2023
SELL
$75.55 - $92.52 $25,535 - $31,271
-338 Reduced 6.12%
5,182 $470,000
Q3 2022

Oct 13, 2022
SELL
$74.61 - $87.26 $33,350 - $39,005
-447 Reduced 7.49%
5,520 $419,000
Q2 2022

Jul 22, 2022
BUY
$80.52 - $93.75 $61,195 - $71,250
760 Added 14.6%
5,967 $504,000
Q1 2022

May 10, 2022
BUY
$80.11 - $90.62 $114,717 - $129,767
1,432 Added 37.93%
5,207 $457,000
Q4 2021

Jan 14, 2022
BUY
$79.7 - $88.13 $32,198 - $35,604
404 Added 11.98%
3,775 $330,000
Q3 2021

Oct 14, 2021
BUY
$81.78 - $95.14 $66,896 - $77,824
818 Added 32.04%
3,371 $276,000
Q2 2021

Jul 14, 2021
SELL
$85.24 - $94.15 $91,888 - $101,493
-1,078 Reduced 29.69%
2,553 $233,000
Q1 2021

Apr 23, 2021
SELL
$83.5 - $98.47 $1,586 - $1,870
-19 Reduced 0.52%
3,631 $310,000
Q4 2020

Jan 22, 2021
BUY
$78.07 - $94.43 $79,162 - $95,752
1,014 Added 38.47%
3,650 $345,000
Q3 2020

Nov 05, 2020
SELL
$82.14 - $91.0 $4,107 - $4,550
-50 Reduced 1.86%
2,636 $229,000
Q2 2020

Jul 15, 2020
BUY
$80.93 - $91.1 $14,891 - $16,762
184 Added 7.35%
2,686 $235,000
Q1 2020

Apr 10, 2020
BUY
$70.67 - $99.01 $176,816 - $247,723
2,502 New
2,502 $206,000

Others Institutions Holding NVS

# of Institutions
1,434
Shares Held
133M
Call Options Held
1.12M
Put Options Held
1.83M
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 $222B
  • 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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email