Foundations Investment Advisors, LLC Novartis Ag Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 89,074 shares of NVS stock, worth $9.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

89,074

Previous 70,180 26.92%

Holding current value

$9.4 Million

Previous $8.07 Million 7.37%

% of portfolio

0.18%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.78 - $117.18 $1.83 Million - $2.21 Million	18,894 Added 26.92%	89,074 $8.67 Million
Q3 2024 Oct 21, 2024	BUY	$106.13 - $120.89 $675,517 - $769,464	6,365 Added 9.97%	70,180 $8.07 Million
Q2 2024 Aug 02, 2024	BUY	$92.57 - $107.37 $1.35 Million - $1.57 Million	14,581 Added 29.62%	63,815 $6.79 Million
Q1 2024 May 13, 2024	BUY	$95.27 - $108.47 $1.04 Million - $1.19 Million	10,930 Added 28.53%	49,234 $4.76 Million
Q4 2023 Feb 08, 2024	BUY	$92.27 - $101.54 $256,602 - $282,382	2,781 Added 7.83%	38,304 $3.87 Million
Q3 2023 Oct 05, 2023	BUY	$94.73 - $105.13 $2.05 Million - $2.28 Million	21,667 Added 156.37%	35,523 $3.62 Million
Q2 2023 Jul 19, 2023	BUY	$92.52 - $104.91 $256,002 - $290,285	2,767 Added 24.95%	13,856 $1.4 Million
Q1 2023 Apr 25, 2023	SELL	$80.03 - $92.81 $7,282 - $8,445	-91 Reduced 0.81%	11,089 $1.02 Million
Q4 2022 Jan 11, 2023	BUY	$75.55 - $92.52 $269,486 - $330,018	3,567 Added 46.85%	11,180 $0
Q3 2022 Oct 19, 2022	BUY	$74.61 - $87.26 $568,005 - $664,310	7,613 New	7,613 $579,000
Q4 2019 Jan 09, 2020	SELL	$84.35 - $95.37 $234,492 - $265,128	-2,780 Closed	0 $0
Q3 2019 Oct 07, 2019	BUY	$85.54 - $94.26 $8,468 - $9,331	99 Added 3.69%	2,780 $237,000
Q2 2019 Jul 08, 2019	BUY	$75.4 - $92.8 $14,703 - $18,096	195 Added 7.84%	2,681 $248,000
Q1 2019 Apr 08, 2019	BUY	$75.32 - $86.15 $1,657 - $1,895	22 Added 0.89%	2,486 $239,000
Q4 2018 Feb 11, 2019	SELL	$73.66 - $82.02 $6,187 - $6,889	-84 Reduced 3.3%	2,464 $219,000
Q3 2018 Nov 09, 2018	BUY	$66.94 - $77.43 $170,563 - $197,291	2,548 New	2,548 $220,000

Others Institutions Holding NVS

# of Institutions

1,434

Shares Held

133M

Call Options Held

1.12M

Put Options Held

1.82M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $227B
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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Foundations Investment Advisors, LLC Novartis Ag Transaction History