A detailed history of Heritage Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 5,930 shares of NVS stock, worth $575,684. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,930
Previous 6,548 9.44%
Holding current value
$575,684
Previous $633,000 0.32%
% of portfolio
0.36%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$92.57 - $107.37 $57,208 - $66,354
-618 Reduced 9.44%
5,930 $631,000
Q4 2023

Feb 06, 2024

SELL
$92.27 - $101.54 $1.21 Million - $1.33 Million
-13,132 Reduced 66.73%
6,548 $661,000
Q4 2022

Feb 13, 2023

BUY
$75.55 - $92.52 $822,135 - $1.01 Million
10,882 Added 123.69%
19,680 $1.79 Million
Q3 2022

Nov 14, 2022

SELL
$74.61 - $87.26 $47,974 - $56,108
-643 Reduced 6.81%
8,798 $669,000
Q2 2022

Aug 15, 2022

BUY
$80.52 - $93.75 $89,055 - $103,687
1,106 Added 13.27%
9,441 $798,000
Q1 2022

Aug 15, 2022

BUY
$80.11 - $90.62 $316,274 - $357,767
3,948 Added 89.99%
8,335 $731,000
Q3 2021

Nov 10, 2021

BUY
$81.78 - $95.14 $90,530 - $105,319
1,107 Added 33.75%
4,387 $359,000
Q2 2021

Aug 11, 2021

BUY
$85.24 - $94.15 $101,350 - $111,944
1,189 Added 56.86%
3,280 $299,000
Q1 2021

Jul 16, 2021

BUY
$83.5 - $98.47 $174,598 - $205,900
2,091 New
2,091 $179,000

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
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