A detailed history of Hhm Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 819 shares of NVS stock, worth $87,174. This represents 0.01% of its overall portfolio holdings.

Number of Shares
819
Previous 1,298 36.9%
Holding current value
$87,174
Previous $131,000 39.69%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 14, 2024

SELL
$95.27 - $108.47 $45,634 - $51,957
-479 Reduced 36.9%
819 $79,000
Q3 2023

Nov 03, 2023

SELL
$94.73 - $105.13 $1,136 - $1,261
-12 Reduced 0.92%
1,298 $132,000
Q2 2023

Aug 11, 2023

SELL
$92.52 - $104.91 $2,405 - $2,727
-26 Reduced 1.95%
1,310 $132,000
Q1 2023

May 02, 2023

BUY
$80.03 - $92.81 $1,280 - $1,484
16 Added 1.21%
1,336 $122,000
Q4 2022

Jan 19, 2023

SELL
$75.55 - $92.52 $2,719 - $3,330
-36 Reduced 2.65%
1,320 $0
Q3 2022

Nov 04, 2022

SELL
$74.61 - $87.26 $14,922 - $17,452
-200 Reduced 12.85%
1,356 $103,000
Q2 2022

Aug 08, 2022

BUY
$80.52 - $93.75 $32,932 - $38,343
409 Added 35.66%
1,556 $132,000
Q1 2020

May 12, 2020

BUY
$70.67 - $99.01 $81,058 - $113,564
1,147 New
1,147 $95,000

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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, 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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.