Heritage Wealth Advisors Novartis Ag Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Novartis Ag stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,505 shares of NVS stock, worth $156,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,505

Previous 1,505 -0.0%

Holding current value

$156,941

Previous $160,000 8.13%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$94.73 - $105.13 $17,051 - $18,923	-180 Reduced 10.68%	1,505 $153,000
Q1 2023 May 04, 2023	SELL	$80.03 - $92.81 $14,405 - $16,705	-180 Reduced 9.65%	1,685 $155,000
Q2 2022 Aug 04, 2022	BUY	$80.52 - $93.75 $45,493 - $52,968	565 Added 43.46%	1,865 $158,000
Q4 2021 Feb 02, 2022	SELL	$79.7 - $88.13 $11,955 - $13,219	-150 Reduced 10.34%	1,300 $113,000
Q2 2021 Aug 09, 2021	SELL	$85.24 - $94.15 $12,018 - $13,275	-141 Reduced 8.86%	1,450 $132,000
Q2 2021 Jul 27, 2021	BUY	$85.24 - $94.15 $12,018 - $13,275	141 Added 9.72%	1,591 $150,000
Q1 2021 Apr 27, 2021	SELL	$83.5 - $98.47 $11,773 - $13,884	-141 Reduced 8.86%	1,450 $123,000
Q2 2020 Jul 17, 2020	BUY	$80.93 - $91.1 $85,866 - $96,657	1,061 Added 200.19%	1,591 $138,000
Q2 2020 Jul 17, 2020	SELL	$80.93 - $91.1 $85,866 - $96,657	-1,061 Reduced 66.69%	530 $138,000
Q4 2019 Feb 04, 2020	BUY	$84.35 - $95.37 $11,893 - $13,447	141 Added 9.72%	1,591 $150,000
Q3 2019 Oct 30, 2019	BUY	$85.54 - $94.26 $19,417 - $21,397	227 Added 18.56%	1,450 $126,000
Q2 2019 Aug 05, 2019	BUY	$75.4 - $92.8 $34,382 - $42,316	456 Added 59.45%	1,223 $0
Q4 2018 Jan 28, 2019	SELL	$73.66 - $82.02 $3,683 - $4,101	-50 Reduced 6.12%	767 $65,000
Q3 2018 Nov 14, 2018	BUY	$66.94 - $77.43 $54,689 - $63,260	817 New	817 $70,000

Others Institutions Holding NVS

# of Institutions

1,435

Shares Held

133M

Call Options Held

1.12M

Put Options Held

1.83M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $224B
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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Heritage Wealth Advisors Novartis Ag Transaction History