A detailed history of Gitterman Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 3,075 shares of NVS stock, worth $298,521. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,075
Previous 3,024 1.69%
Holding current value
$298,521
Previous $321,000 9.97%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Nov 13, 2024

BUY
$106.13 - $120.89 $5,412 - $6,165
51 Added 1.69%
3,075 $353,000
Q2 2024

Aug 12, 2024

BUY
$92.57 - $107.37 $60,170 - $69,790
650 Added 27.38%
3,024 $321,000
Q1 2024

May 08, 2024

SELL
$95.27 - $108.47 $159,481 - $181,578
-1,674 Reduced 41.35%
2,374 $229,000
Q4 2023

Feb 05, 2024

BUY
$92.27 - $101.54 $162,118 - $178,405
1,757 Added 76.69%
4,048 $408,000
Q3 2023

Nov 02, 2023

BUY
$94.73 - $105.13 $15,914 - $17,661
168 Added 7.91%
2,291 $233,000
Q2 2023

Aug 08, 2023

SELL
$92.52 - $104.91 $9,807 - $11,120
-106 Reduced 4.76%
2,123 $214,000
Q1 2023

May 12, 2023

BUY
$80.03 - $92.81 $880 - $1,020
11 Added 0.5%
2,229 $205,000
Q4 2022

Feb 13, 2023

BUY
$75.55 - $92.52 $167,569 - $205,209
2,218 New
2,218 $201,000

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 $209B
  • 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 Gitterman Wealth Management, LLC Portfolio

Follow Gitterman Wealth Management, 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 Gitterman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gitterman Wealth Management, LLC with notifications on news.