A detailed history of Foundations Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 49,234 shares of NVS stock, worth $5.24 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
49,234
Previous 38,304 28.53%
Holding current value
$5.24 Million
Previous $3.87 Million 23.14%
% of portfolio
0.13%
Previous 0.11%

Shares

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

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $229B
  • 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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