A detailed history of Forvis Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,807 shares of NVS stock, worth $306,973. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,807
Previous 2,615 7.34%
Holding current value
$306,973
Previous $252,000 18.25%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $235B
  • 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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