A detailed history of Helen Stephens Group, LLC transactions in Novartis Ag stock. As of the latest transaction made, Helen Stephens Group, LLC holds 4,222 shares of NVS stock, worth $418,400. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,222
Previous 4,222 -0.0%
Holding current value
$418,400
Previous $449,000 8.02%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$95.27 - $108.47 $1,524 - $1,735
-16 Reduced 0.38%
4,222 $408,000
Q2 2023

Aug 04, 2023

SELL
$92.52 - $104.91 $1,110 - $1,258
-12 Reduced 0.28%
4,238 $427,000
Q4 2022

Feb 14, 2023

SELL
$75.55 - $92.52 $55,453 - $67,909
-734 Reduced 14.73%
4,250 $385,000
Q3 2022

Oct 11, 2022

BUY
$74.61 - $87.26 $54,763 - $64,048
734 Added 17.27%
4,984 $379,000
Q4 2021

Jan 26, 2022

BUY
$79.7 - $88.13 $338,725 - $374,552
4,250 New
4,250 $372,000

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 $213B
  • 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 Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, 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 Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.